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 24, 2007earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Sep 24, 2007

First registration

Jul 17, 2015

Dual registered

no

Other names

JAY SILVERMAN|JOSEPH ANDREW SILVERMAN

IAPD individual key

5409466

• Occurred

  Apr 23, 2026
  Advisor changed firm

  Joseph A Silverman left Schwab Wealth Advisory, Inc. for Rwa Wealth Partners (registered 2026-04-15)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:493d6028-95a2-e6ab-6e28-9a8caf049cdb

First observed

Jul 17, 2015

Last observed

Sep 15, 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.