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RIA / WealthAdvisor27 years in industry

JOHN KENNEDY

Advisor at RWA WEALTH PARTNERS

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5f7d9e1d-d000-312c-742d-aec14f18bf04

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 16, 2008 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Oct 29, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Oct 29, 1998
First registration: Jun 16, 2008
Dual registered: no
Other names: JOHN C KENNEDY|JOHN COLEMAN KENNEDY|JOHN C KENNEDY
IAPD individual key: 3093659

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RWA WEALTH PARTNERS	Independent wealth	Feb 29, 2012	n/a	yes	BOSTON, MA	Current employment
ADVISER INVESTMENTS	n/a	Nov 22, 2011	Mar 2, 2012	no	NEWTON, MA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 16, 2008	Feb 17, 2009	no	PROVIDENCE, RI\|PROVIDENCE, RI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ADVISER INVESTMENTS	RWA WEALTH PARTNERS	Mar 2, 2012	Feb 29, 2012	-2	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	ADVISER INVESTMENTS	Feb 17, 2009	Nov 22, 2011	1,008	Firm change after gap	Other

Relationships

Registered with (3)

→ RWA WEALTH PARTNERSRegistered adviserregistration: current employment
Feb 29, 2012 to presentfactForm ADV
→ ADVISER INVESTMENTSRegistered adviserregistration: previous registration
Nov 22, 2011 to Mar 2, 2012factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jun 16, 2008 to Feb 17, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5f7d9e1d-d000-312c-742d-aec14f18bf04
First observed: Jun 16, 2008
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.

JOHN KENNEDY

Advisor at RWA WEALTH PARTNERS

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5f7d9e1d-d000-312c-742d-aec14f18bf04

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:29 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

RWA WEALTH PARTNERS

Independent wealth

Feb 29, 2012

n/a

yes

BOSTON, MA

Current employment

ADVISER INVESTMENTS

n/a

Nov 22, 2011

Mar 2, 2012

NEWTON, MA

Previous registration

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Jun 16, 2008

Feb 17, 2009

PROVIDENCE, RI|PROVIDENCE, RI

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

ADVISER INVESTMENTS

RWA WEALTH PARTNERS

Mar 2, 2012

Feb 29, 2012

-2

Firm change

Other

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

ADVISER INVESTMENTS

Feb 17, 2009

Nov 22, 2011

1,008

Firm change after gap

Other