Best Investors Account Sign in
Inactive

Olivia Mae Allen

Rwa Wealth Partners

Boston, MA

Claim This Profile
Current Employers
Rwa Wealth Partners

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-06-26
  • MA RA
    APPROVED
    Since 2025-06-26

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
Goldman Sachs Ayco Personal Financial Management Cohoes NY 07/2022 08/2023
Waste Management Windsor CT 05/2021 08/2021
Waste Management Windsor CT 05/2019 08/2019
J. Gilberts Wood-Fired Steaks And Seafood Glastonbury CT 05/2017 10/2017
Skidmore College Saratoga Springs NY 09/2018 05/2022
Jpmorgan Chase Bank Na New York NY 09/2023 06/2025
Jpmorgan Securities Llc New York NY 09/2023 06/2025
Unemployed Glastonbury CT 09/2013 04/2017
Unemployed Glasttonbury CT 11/2017 08/2018
Unemployed Saratoga Springs NY 06/2022 06/2022
Rwa Wealth Partners, Llc Boston MA 06/2025 Present
  • 07/2022 → 08/2023
    Goldman Sachs Ayco Personal Financial Management
    Cohoes, NY
  • 05/2021 → 08/2021
    Waste Management
    Windsor, CT
  • 05/2019 → 08/2019
    Waste Management
    Windsor, CT
  • 05/2017 → 10/2017
    J. Gilberts Wood-Fired Steaks And Seafood
    Glastonbury, CT
  • 09/2018 → 05/2022
    Skidmore College
    Saratoga Springs, NY
  • 09/2023 → 06/2025
    Jpmorgan Chase Bank Na
    New York, NY
  • 09/2023 → 06/2025
    Jpmorgan Securities Llc
    New York, NY
  • 09/2013 → 04/2017
    Unemployed
    Glastonbury, CT
  • 11/2017 → 08/2018
    Unemployed
    Glasttonbury, CT
  • 06/2022 → 06/2022
    Unemployed
    Saratoga Springs, NY
  • 06/2025 → Present
    Rwa Wealth Partners, Llc
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-11
  • S66 Uniform Combined State Law Examination
    2023-04-11
Other Names
  • Olivia Mae Allen
  • Olivia Allen

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Boston, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor