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Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-15 |
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 04/2011 | 08/2017 |
| Charles Schwab & Co., Inc. | Irvine | CA | 09/2017 | 04/2026 |
| Schwab Wealth Advisory, Inc. | Irvine | CA | 09/2017 | 04/2026 |
| Rwa Wealth Partners, Llc | Boston | MA | 04/2026 | Present |
1) Healing Hope Counseling, PLLC | Investment Related:No|3200 N. Dobson Rd. Bldg C|Chandler|AZ|85224|USA|Other|Co-manager / co-member|5/2/2018|Less than 20|0|My wife runs her psychotherapy practice through the LLC and I am listed as a co-manager and co-member per the Articles of Organization. She is the only therapist on staff. I help organize the payroll with our accountant.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-09-24 |
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