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Timothy Mazanec

Rwa Wealth Partners

Boston, MA

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Current Employers
Rwa Wealth Partners

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-02-07
TX RA APPROVED 2024-02-01
  • MA RA
    APPROVED
    Since 2024-02-07
  • TX RA
    APPROVED
    Since 2024-02-01

Branch Locations

Prudential Tower 800 Boylston Street, Boston, MA 02199 • 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
Edward Jones St Louis MO 08/2016 05/2019
City Of Cambridge Participating Budget Committee Cambridge MA 05/2016 11/2016
The Harvest Group Waltham MA 06/2019 06/2023
Purshe Kaplan Sterling Investments Albany NY 07/2019 06/2023
Aw Securities Folsom CA 07/2023 01/2024
Allworth Financial Folsom CA 07/2023 01/2024
Rwa Wealth Partners, Llc Newton MA 01/2024 Present
  • 08/2016 → 05/2019
    St Louis, MO
  • 05/2016 → 11/2016
    City Of Cambridge Participating Budget Committee
    Cambridge, MA
  • 06/2019 → 06/2023
    The Harvest Group
    Waltham, MA
  • 07/2019 → 06/2023
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 07/2023 → 01/2024
    Aw Securities
    Folsom, CA
  • 07/2023 → 01/2024
    Allworth Financial
    Folsom, CA
  • 01/2024 → Present
    Rwa Wealth Partners, Llc
    Newton, MA
Previous Registrations
Other Businesses

1) URBAN EDGE. NOT INVESTMENT RELATED. LOCATED AT 1542 COLUMBUS AVE, ROXBURY, MA 02119. NON-PROFIT, COMMUNITY HOUSING. TITLE IS INVESTMENT COMMITTEE MEMBER. STARTED 06/2019. 1 HR/MO. DUTIES HELP DEVELOP AN INVESTMENT POLICY STATEMENT AND EDUCATE ON INVESTMENT OPTIONS. 2) 286 WINDSOR CONDO. NOT INVESTMENT RELATED BUSINESS. LOCATED AT 286 WINDSOR ST, CAMBRIDGE, MA. CONDO ASSOCIATION. TITLE IS TRUSTEE. STARTED 03/2011. 1 HR/MO DEVOTED. DUTIES ARE TRUSTEE OF 3 UNIT CONDO ASSOCIATION. 3) FLETCHER MAYNARD ACADEMY P.T.O. NOT INVESTMENT RELATED. LOCATED AT 225 WINDSOR ST, CAMBRIDGE, MA 02139. PATRENT TEACHER ORG. TITLE IS EXECUTIVE MEMBER. STARTED 09/2017. DEVOTED 1HR/MO. DUTIES ARE TO DISCUSS RELATIONSHIP/COMMUNICATION BETWEEN SCHOOL & PARENTS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-18
S63 Uniform Securities Agent State Law Examination 2009-07-20
  • S66 Uniform Combined State Law Examination
    2014-09-18
  • S63 Uniform Securities Agent State Law Examination
    2009-07-20
Designations
Other Names
  • Timothy John Mazanec
  • Timothy J Mazanec
  • Timothy Mazanec

View on SEC IAPD

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