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Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-02-15 |
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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Merrimack | NH | 03/2016 | 04/2017 |
| Fidelity Brokerage Services Llc | New York | NY | 05/2017 | 02/2018 |
| Unemployed | Long Island City | NY | 02/2018 | 04/2018 |
| J.P. Morgan Securities, Llc | New York | NY | 04/2018 | 05/2019 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 04/2018 | 05/2019 |
| Jp Morgan Securities Llc | Boston | MA | 05/2019 | 06/2021 |
| Jp Morgan Chase Bank, N.A. | Boston | MA | 05/2019 | 06/2021 |
| Adviser Investments, Llc- An Rwa Wealth Partners, Llc Company | Newton | MA | 07/2021 | 02/2024 |
| Rwa Wealth Partners, Llc | Newton | MA | 02/2024 | 08/2025 |
| Rwa Wealth Partners, Llc | Newton | MA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-04-29 |
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