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Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-06 |
| CA | RA | APPROVED | 2023-11-03 |
Branch Locations
Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States
Westlake, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| California Lutheran University | Thousand Oaks | CA | 10/2008 | Present |
| Polaris Greystone Financial Group, Llc | San Francisco | CA | 03/2014 | 11/2023 |
| Adviser Investments, Llc | Newton | MA | 05/2022 | 11/2023 |
| Rwa Wealth Partners, Llc | Newton | MA | 11/2023 | Present |
CALIFORNIA LUTHERAN UNIVERSITY NOT INVESTMENT-RELATED 60 W OLSEN RD, THOUSAND OAKS, CA 91360 EDUCATIONAL INSTITUTION ADJUNCT LECTURER SINCE OCTOBER 2008 TEACH GRADUATE LEVEL FINANCIAL PLANNING CURRICULUM FOR THE MBA PROGRAM, APPROXIMATELY 40 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-03 |
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