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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 | Feb 22, 2012 | n/a | yes | BOSTON, MA | Current employment |
| POLARIS WEALTH ADVISORY GROUP | Former SEC adviser | Feb 24, 2023 | Nov 8, 2023 | no | SAN RAFAEL, CA|Newton, MA | Previous registration |
| ADVISER INVESTMENTS ACQUISITION CO LLC | Former SEC adviser | Mar 25, 2011 | Dec 7, 2016 | no | NEWTON, MA | Previous registration |
| KOBREN INSIGHT MANAGEMENT INC | n/a | Oct 14, 2004 | Mar 29, 2011 | no | WELLESLEY, MA | Previous registration |
| FISHER INVESTMENTS | Independent wealth | Jul 9, 2004 | Oct 14, 2004 | no | SOUTHBOROUGH, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| POLARIS WEALTH ADVISORY GROUP | n/a | Nov 8, 2023 | n/a | n/a | Departure no registered destination | Departure |
| ADVISER INVESTMENTS ACQUISITION CO LLC | RWA WEALTH PARTNERS | Dec 7, 2016 | Feb 22, 2012 | -1,750 | Firm change after gap | Other |
| KOBREN INSIGHT MANAGEMENT INC | ADVISER INVESTMENTS ACQUISITION CO LLC | Mar 29, 2011 | Mar 25, 2011 | -4 | Firm change | Other |
| FISHER INVESTMENTS | KOBREN INSIGHT MANAGEMENT INC | Oct 14, 2004 | Oct 14, 2004 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 156985:156984:MA:2016-12-07 | Dec 7, 2016 | Feb 22, 2012 | NEWTON, MA | Firm change after gap |