Margery Anne Neis

Current Employers

Employment History

• 04/2014 → 12/2016
  Unemployed
  San Francisco, CA
• 01/2017 → 08/2017
  Self-Employed
  San Francisco, CA
• 08/2017 → 11/2023
  Polaris Wealth Advisory Group
  San Rafael, CA
• 11/2023 → 02/2025
  Rwa Wealth Partners, Llc
  Newton, MA
• 04/2025 → Present
  Sovran Advisors, Llc
  Costa Mesa, CA

Previous Registrations

• 2023-11-03 → 2025-03-11
  Rwa Wealth Partners
  San Rafael, CA
  Boston, MA
• 2017-09-25 → 2023-11-07
  Polaris Wealth Advisory Group
  San Rafael, CA

Other Businesses

NAME OF OTHER BUSINESS: Bountiful Wealth, LLC INVESTMENT RELATED: Yes ADDRESS: San Francisco, CA NATURE OF BUSINESS: Entity for Wealth Management business START DATE: 08/2025 POSITION/TITLE/RELATIONSHIP: Owner APX NUMBER OF HOURS PER WEEK: 6 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: this is a legal entity created for tax management purposes and limit liability of professional services

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-09-25

Designations

Other Names

• Margery Anne Tarnowski