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2000 Avenue Of The Stars Suite 1110, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-09-03 |
| CA | RA | APPROVED | 2025-08-26 |
Branch Locations
2000 Avenue Of The Stars Suite 1110, Los Angeles, CA 90067 • United States
Lovell, ME • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments Inc. | Boston | MA | 03/2015 | 04/2022 |
| Clarendon Private Llc | Boston | MA | 04/2022 | 10/2023 |
| Rwa Wealth Partners, Llc | Newton | MA | 10/2023 | 07/2025 |
| Vp Distributors Llc | Lovell | ME | 08/2025 | Present |
| Kayne Anderson Rudnick Investment Management Llc | Lovell | ME | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-04 |
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