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Geoffrey Charles Turner

Rwa Wealth Partners

Boston, MA

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Current Employers
Rwa Wealth Partners

Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2016-04-12
TX RA APPROVED 2016-03-25
  • MA RA
    APPROVED
    Since 2016-04-12
  • TX RA
    APPROVED
    Since 2016-03-25

Branch Locations

Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Adviser Investments Llc Newton MA 03/2011 07/2024
Rwa Wealth Partners, Llc Newton MA 07/2024 Present
  • 03/2011 → 07/2024
    Adviser Investments Llc
    Newton, MA
  • 07/2024 → Present
    Rwa Wealth Partners, Llc
    Newton, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-25
S63 Uniform Securities Agent State Law Examination 2007-06-05
  • S65 Uniform Investment Adviser Law Examination
    2016-03-25
  • S63 Uniform Securities Agent State Law Examination
    2007-06-05

View on SEC IAPD

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