Best Investors
Account
Sign in
Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-11-07 |
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 |
|---|---|---|---|---|
| New England Private Wealth Advisors | Wellesley | MA | 04/2005 | 10/2021 |
| Citizens Bank, N.A. | Boston | MA | 10/2021 | 09/2025 |
| Clarfeld Financial Advisors, Llc | Tarrytown | NY | 10/2021 | 09/2025 |
| Rwa Wealth Partners, Llc | Boston | MA | 09/2025 | Present |
VOTANO CPR, LLC. CPR TRAINING OWNED BY HUSBAND. WILL ASSIST AS A CLASS INSTRUCTOR AS NEEDED. MINIMAL AMOUNT OF TIME DEDICATED TO BUSINESS.
Reach out to this advisor