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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 | Nov 7, 2025 | n/a | yes | Boston, MA | Current employment |
| CITIZENS SECURITIES, INC. | Bd affiliated wealth | Jul 28, 2025 | Jul 30, 2025 | no | Tarrytown, NY|Woburn, MA | Previous registration |
| CITIZENS PRIVATE WEALTH | Bd affiliated wealth | May 5, 2021 | Sep 30, 2025 | no | TARRYTOWN, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CITIZENS PRIVATE WEALTH | CITIZENS SECURITIES, INC. | Sep 30, 2025 | Jul 28, 2025 | -64 | Firm change after gap | Ibd to ibd |
| CITIZENS SECURITIES, INC. | RWA WEALTH PARTNERS | Jul 30, 2025 | Nov 7, 2025 | 100 | Firm change | Ibd to RIA |