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Colbey Jyaire Gilford

Rwa Wealth Partners

Boston, MA

Houston, TX

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Current Employers
Rwa Wealth Partners

Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-05
  • TX RA
    APPROVED
    Since 2024-06-05

Branch Locations

Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States

13831 Northwest Freeway Suite 210, Houston, TX 77040 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Nature Conservancy Markham IL 07/2020 12/2020
Merino Wealth Management Chicago IL 12/2020 01/2022
Polaris Wealth Advisory Group Houston TX 02/2022 11/2023
Education Chicago IL 08/2014 05/2020
Rwa Wealth Partners, Llc Newton MA 11/2023 Present
  • 07/2020 → 12/2020
    The Nature Conservancy
    Markham, IL
  • 12/2020 → 01/2022
    Merino Wealth Management
    Chicago, IL
  • 02/2022 → 11/2023
    Polaris Wealth Advisory Group
    Houston, TX
  • 08/2014 → 05/2020
    Education
    Chicago, IL
  • 11/2023 → Present
    Rwa Wealth Partners, Llc
    Newton, MA
Designations
Other Names
  • Colbey Gilford

View on SEC IAPD

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