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Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-01-07 |
| MA | RA | APPROVED | 2017-02-06 |
Branch Locations
Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marcum, Llp | Providence | RI | 01/2014 | 11/2024 |
| Rwa Wealth Partners, Llc (Fka Adviser Investments, Llc) | Newton | MA | 02/2017 | Present |
| Cbiz | Providence | RI | 11/2024 | Present |
Marcum, LLP - CPA/Partner - Not investment related - 155 South Main St.Suite 100, Providence, RI 02903 - Accountant - start of relationship 2006 with predecessor firm Braver Wealth Management - 40 hours per week, all during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-10 |
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