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Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-03 |
| TX | RA | APPROVED | 2023-11-03 |
Branch Locations
3200 Park Center Drive Suite 1260, Costa Mesa, CA 92626 • 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 |
|---|---|---|---|---|
| Tiaa | Newport Beach | CA | 09/2012 | 04/2018 |
| Tiaa-Cref Individual & Institutional Services, Llc | Newport Beach | CA | 09/2012 | 04/2018 |
| Bancwest Investment Services | Newport Beach | CA | 04/2018 | 07/2018 |
| Bank Of The West | Newport Beach | CA | 04/2018 | 07/2018 |
| Empirical Wealth Management | Irvine | CA | 07/2018 | 06/2019 |
| Mercer Global Advisors Inc. | Newport Beach | CA | 06/2019 | 03/2021 |
| Mariner Wealth Advisors | El Segundo | CA | 03/2021 | 06/2023 |
| Rwa Wealth Partners, Llc | Newton | MA | 11/2023 | Present |
| Polaris Wealth Advisory Group, Llc | Costa Mesa | CA | 06/2023 | 11/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-10 |
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