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Inactive

Holly A Dumlupinar

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 2025-04-17
  • MA RA
    APPROVED
    Since 2025-04-17

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
Citibank San Mateo CA 07/2012 07/2019
Citigroup San Francisco CA 01/2017 07/2019
First Republic Bank Boston MA 07/2019 01/2024
First Republic Securities Company, Llc Boston MA 01/2021 01/2024
J.P. Morgan Securities Llc Boston MA 05/2023 01/2024
Rwa Wealth Partners Llc Newton MA 01/2024 Present
  • 07/2012 → 07/2019
    Citibank
    San Mateo, CA
  • 01/2017 → 07/2019
    Citigroup
    San Francisco, CA
  • 07/2019 → 01/2024
    First Republic Bank
    Boston, MA
  • 01/2021 → 01/2024
    First Republic Securities Company, Llc
    Boston, MA
  • 05/2023 → 01/2024
    J.P. Morgan Securities Llc
    Boston, MA
  • 01/2024 → Present
    Rwa Wealth Partners Llc
    Newton, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-05
S63 Uniform Securities Agent State Law Examination 2017-02-22
  • S65 Uniform Investment Adviser Law Examination
    2025-04-05
  • S63 Uniform Securities Agent State Law Examination
    2017-02-22
Other Names
  • Holly Ann Mcclure
  • Holly Dumlupinar
  • Holly Ann Dumlupinar

View on SEC IAPD

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JOHN KENNEDY
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STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Andrew Joseph Busa
John Connor Ronan

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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