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Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-09-22 |
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 |
|---|---|---|---|---|
| Securities America, Inc | Needham | MA | 10/2007 | 07/2020 |
| Securities America Advisors | Lavista | NE | 08/2011 | 07/2020 |
| Adviser Investments, Llc | Newton | MA | 08/2021 | 03/2024 |
| Home | Waltham | MA | 07/2020 | 08/2021 |
| Rwa Wealth Partners, Llc | Newton | MA | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-12 |
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