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Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-02-06 |
Branch Locations
Cincinnati, OH • United States
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 |
|---|---|---|---|---|
| Lenox Wealth Management, Inc. | Cincinnati | OH | 07/2014 | 12/2018 |
| United Capital Financial Advisers, Llc | Newport Beach | CA | 02/2019 | 01/2023 |
| Rwa Wealth Partners, Llc | Newton | MA | 01/2023 | Present |
| Polaris Wealth Advisory Group | San Rafael | CA | 03/2023 | 11/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-12-10 |
| S65 | Uniform Investment Adviser Law Examination | 2001-07-12 |
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