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222 Berkeley Street 15Th Floor, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-17 |
Branch Locations
222 Berkeley Street 15Th Floor, Boston, MA 02116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adviser Investments | Newton | MA | 11/2017 | 09/2022 |
| N/A | Milford | CT | 06/2017 | 10/2017 |
| Stonehill College | Easton | MA | 08/2013 | 05/2017 |
| Rwa Wealth Partners, Llc | Newton | MA | 09/2022 | Present |
| Gw&K Investment Management, Llc | Boston | MA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-16 |
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