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Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-17 |
| MA | RA | APPROVED | 2023-12-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ropes Wealth Advisors Llc | Boston | MA | 09/2016 | 10/2023 |
| Boston Private Wealth Llc | Boston | MA | 07/2014 | 09/2016 |
| Ropes Wealth Advisors, A Division Of Rwa Wealth Partners, Llc | Boston | MA | 11/2023 | 06/2025 |
| Rwa Family Office, A Division Of Rwa Wealth Partners, Llc | Boston | MA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-29 |
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