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Advisor at CASCADE WEALTH LLC
BELMONT, 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 |
|---|---|---|---|---|---|---|
| CASCADE WEALTH LLC | State registered | Aug 19, 2022 | n/a | yes | BELMONT, MA | Current employment |
| RWA WEALTH PARTNERS | Independent wealth | May 20, 2020 | Feb 1, 2022 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RWA WEALTH PARTNERS | CASCADE WEALTH LLC | Feb 1, 2022 | Aug 19, 2022 | 199 | Firm change | RIA to state RIA |