Kyle Mortimer

11440 Jog Road, Palm Beach Gardens, FL 33418 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-05-13

Branch Locations

11440 Jog Road, Palm Beach Gardens, FL 33418 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Foundations Investment Advisors	Phoenix	AZ	04/2024	03/2026
Rise North Capital	Braintree	MA	08/2023	05/2026
O'REily's Auto Parts	Tewksbury	MA	07/2023	08/2023
Rent-A-Center	Lowell	MA	04/2023	07/2023
Morph Management	Woburn	MA	01/2023	03/2023
Ups	Chelmsford	MA	06/2021	12/2022
Ets Power Group	Stuart	FL	07/2017	11/2019
Unemployed	Jensen Beach	FL	07/2013	07/2017
Unemployed	Lowell	MA	11/2019	06/2021
Rnc Ria Llc Dba Rise North Capital Investment Advisors	Braintree	MA	10/2025	05/2026
Pain Audite Llc	Rush City	MN	03/2026	05/2026
Money Concepts Advisory Services	Palm Beach Gardens	FL	05/2026	Present

04/2024 → 03/2026

Foundations Investment Advisors

Phoenix, AZ
08/2023 → 05/2026

Rise North Capital

Braintree, MA
07/2023 → 08/2023

O'REily's Auto Parts

Tewksbury, MA
04/2023 → 07/2023

Rent-A-Center

Lowell, MA
01/2023 → 03/2023

Morph Management

Woburn, MA
06/2021 → 12/2022

Ups

Chelmsford, MA
07/2017 → 11/2019

Ets Power Group

Stuart, FL
07/2013 → 07/2017

Unemployed

Jensen Beach, FL
11/2019 → 06/2021

Unemployed

Lowell, MA
10/2025 → 05/2026

Rnc Ria Llc Dba Rise North Capital Investment Advisors

Braintree, MA
03/2026 → 05/2026

Pain Audite Llc

Rush City, MN
05/2026 → Present

Money Concepts Advisory Services

Palm Beach Gardens, FL

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-03-16

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