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

Sep 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Nov 10, 2017

First registration

Oct 11, 2018

Dual registered

no

IAPD individual key

6641780

• Occurred

  Nov 6, 2023
  Advisor changed firm

  Cody Allen Carlson left Polaris Wealth Advisory Group for Rwa Wealth Partners (registered 2023-03-30)

  Form ADVobserved 4 days ago
• Occurred

  Apr 4, 2022
  Advisor changed firm

  Cody Allen Carlson left Fidelity Personal And Workplace Advisors for Polaris Wealth Advisory Group (registered 2022-04-13)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3eb6060e-59b1-9c3d-5e27-bf89b1e6161a

First observed

Oct 11, 2018

Last observed

Sep 14, 2026 5 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.