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, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Apr 11, 2023

First registration

Apr 11, 2023

Dual registered

no

Other names

Olivia Mae Allen|Olivia Allen

IAPD individual key

7610908

• Occurred

  Jun 3, 2025
  Advisor changed firm

  Olivia Mae Allen left J.P. Morgan Securities Llc for Rwa Wealth Partners (registered 2025-06-26)

  Form ADVobserved 6 days ago
• Occurred

  Sep 21, 2023
  Advisor changed firm

  Olivia Mae Allen left Goldman Sachs Wealth Services, L.P. for J.P. Morgan Securities Llc (registered 2023-10-03)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7b7048f0-b351-77bf-9d80-a61b8f6ac8a6

First observed

Apr 11, 2023

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.