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Advisor at RWA WEALTH PARTNERS
BOSTON, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| RWA WEALTH PARTNERS | Independent wealth | Feb 6, 2017 | n/a | yes | BOSTON, MA | Current employment |
| POLARIS WEALTH ADVISORY GROUP | Former SEC adviser | Feb 24, 2023 | Nov 8, 2023 | no | SAN RAFAEL, CA|Newton, MA | Previous registration |
| BRAVER WEALTH MANAGEMENT, LLC | Former SEC adviser | Nov 18, 2008 | Feb 21, 2017 | no | NEEDHAM, MA | Previous registration |
| FIDELITY PERSONAL TRUST COMPANY, FSB | n/a | Dec 17, 1997 | Mar 28, 2007 | no | BOSTON, MA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Dec 17, 1997 | Sep 12, 2008 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| POLARIS WEALTH ADVISORY GROUP | n/a | Nov 8, 2023 | n/a | n/a | Departure no registered destination | Departure |
| BRAVER WEALTH MANAGEMENT, LLC | RWA WEALTH PARTNERS | Feb 21, 2017 | Feb 6, 2017 | -15 | Firm change | Other |
| STRATEGIC ADVISERS LLC | BRAVER WEALTH MANAGEMENT, LLC | Sep 12, 2008 | Nov 18, 2008 | 67 | Firm change | Other |
| FIDELITY PERSONAL TRUST COMPANY, FSB | STRATEGIC ADVISERS LLC | Mar 28, 2007 | Dec 17, 1997 | -3,388 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 104747:156984:MA:2017-02-21 | Feb 21, 2017 | Feb 6, 2017 | NEEDHAM, MA | Firm change |