DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at NAPIER FINANCIAL
BRAINTREE, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| NAPIER FINANCIAL | Independent wealth | Jul 21, 2025 | n/a | yes | BRAINTREE, MA | Current employment |
| U.S. FINANCIAL ADVISORS | Former SEC adviser | Apr 14, 2025 | Jul 25, 2025 | no | WILMINGTON, DE | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 31, 2025 | Apr 8, 2025 | no | BOSTON, MA | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Nov 3, 2020 | Mar 31, 2025 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| U.S. FINANCIAL ADVISORS | NAPIER FINANCIAL | Jul 25, 2025 | Jul 21, 2025 | -4 | Firm change | RIA to new firm |
| STRATEGIC ADVISERS LLC | U.S. FINANCIAL ADVISORS | Apr 8, 2025 | Apr 14, 2025 | 6 | Firm change | Ibd to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | STRATEGIC ADVISERS LLC | Mar 31, 2025 | Mar 31, 2025 | 0 | Bulk transfer | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 108763:336725:DE:2025-07-25 | Jul 25, 2025 | Jul 21, 2025 | WILMINGTON, DE | Firm change |