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Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-06-18 |
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 |
|---|---|---|---|---|
| Adviser Investments | Newton | MA | 06/2017 | 07/2019 |
| Hobart & William Smith Colleges | Geneva | NY | 09/2013 | 05/2017 |
| Lynch's Furniture | Geneva | NY | 09/2013 | 05/2017 |
| Adviser Investments | Newton | MA | 07/2019 | 12/2022 |
| Rwa Wealth Partners, Llc | Newton | MA | 12/2022 | 04/2024 |
| Rwa Wealth Partners. Llc | Newton | MA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-08 |
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