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Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-06 |
| MA | RA | APPROVED | 2015-09-15 |
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 |
|---|---|---|---|---|
| Adviser Investments-An Rwa Wealth Partners, Llc Company | Newton | MA | 10/2012 | 11/2023 |
| Rwa Wealth Partners, Llc | Newton | MA | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-18 |
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