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.

Current firm

RWA WEALTH PARTNERS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 1, 2006earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65

First exam

May 17, 2021

First registration

May 25, 2021

Dual registered

no

IAPD individual key

5114472

• Occurred

  Jan 2, 2026
  Advisor changed firm

  Jeffrey Abraham Beshansky left Cibc Private Wealth Advisors, Inc. for Rwa Wealth Partners (registered 2026-01-13)

  Form ADVobserved 6 days ago
• Occurred

  Jan 19, 2022
  Advisor changed firm

  Jeffrey Abraham Beshansky left Gw & Wade, Llc for Cibc Private Wealth Advisors, Inc. (registered 2022-06-28)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:12460540-956b-2d31-d50e-c721e93f3f04

First observed

May 25, 2021

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.