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Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-12-06 |
Branch Locations
Prudential Tower, 800 Boylston Street, Boston, MA 02199-3600 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ropes Wealth Advisors Llc | Boston | MA | 08/2022 | 10/2023 |
| 1St Finanacial Bank Usa | Dakota Dunes | SD | 05/2021 | 08/2021 |
| Time Payment | Burlington | MA | 05/2019 | 04/2020 |
| Leaseq | Burlington | MA | 06/2017 | 08/2017 |
| Bentley University | Waltham | MA | 09/2018 | 05/2022 |
| Bishops College School | Lennoxville | 09/2014 | 05/2018 | |
| Leaseq | Burlington | MA | 05/2018 | 08/2018 |
| Leaseq | Burlington | MA | 12/2018 | 01/2019 |
| Ropes Wealth Advisors, A Division Of Rwa Wealth Partners, Llc | Boston | MA | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-31 |
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