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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 | Jul 9, 2026 | n/a | yes | BOSTON, MA | Current employment |
| MAI CAPITAL MANAGEMENT, LLC | Independent wealth | May 19, 2023 | Feb 27, 2026 | no | Burlington, MA|CLEVELAND, OH | Previous registration |
| FOCUS PARTNERS WEALTH, LLC | Independent wealth | May 20, 2020 | Jun 28, 2023 | no | ST. LOUIS, MO | Previous registration |
| MANULIFE INVESTMENT MANAGEMENT (US) LLC | Asset manager | Dec 8, 2017 | Jul 9, 2018 | no | Boston, MA|BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MAI CAPITAL MANAGEMENT, LLC | RWA WEALTH PARTNERS | Feb 27, 2026 | Jul 9, 2026 | 132 | Firm change | RIA to RIA |
| FOCUS PARTNERS WEALTH, LLC | MAI CAPITAL MANAGEMENT, LLC | Jun 28, 2023 | May 19, 2023 | -40 | Firm change after gap | RIA to RIA |
| MANULIFE INVESTMENT MANAGEMENT (US) LLC | FOCUS PARTNERS WEALTH, LLC | Jul 9, 2018 | May 20, 2020 | 681 | Firm change after gap | Other |