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Current Employers
Citrin Cooperman Wealth Management, Llc

50 Rockefeller Plaza, New York, NY 10020 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APP_PEND_IARCE 2026-06-30
TX RA APPROVED 2026-06-30
  • IL RA
    APP_PEND_IARCE
    Since 2026-06-30
  • TX RA
    APPROVED
    Since 2026-06-30

Branch Locations

455 North Cityfrong Plaza Drive Nbc Tower, Suite 1610, Chicago, IL 60611 • United States

50 Rockefeller Plaza, New York, NY 10020 • 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
Rmb Capital Management, Llc Chicago IL 04/2005 06/2021
Jpmorgan Chase Bank Na Chicago IL 09/2021 10/2022
Jpmorgan Securities Llc Chicago IL 09/2021 10/2022
Unemployed Chicago IL 07/2021 08/2021
Brighton Jones Chicago IL 10/2022 12/2023
Rwa Wealth Partners, Llc Newton MA 12/2023 05/2026
Citrin Cooperman Wealth Management, Llc Chicago IL 06/2026 Present
  • 04/2005 → 06/2021
    Rmb Capital Management, Llc
    Chicago, IL
  • 09/2021 → 10/2022
    Jpmorgan Chase Bank Na
    Chicago, IL
  • 09/2021 → 10/2022
    Jpmorgan Securities Llc
    Chicago, IL
  • 07/2021 → 08/2021
    Unemployed
    Chicago, IL
  • 10/2022 → 12/2023
    Brighton Jones
    Chicago, IL
  • 12/2023 → 05/2026
    Rwa Wealth Partners, Llc
    Newton, MA
  • 06/2026 → Present
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-12-06
S65 Uniform Investment Adviser Law Examination 2007-03-28
  • S63 Uniform Securities Agent State Law Examination
    2021-12-06
  • S65 Uniform Investment Adviser Law Examination
    2007-03-28
Designations
Other Names
  • Laura Ann Hearn

View on SEC IAPD

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