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14 Corporate Plaza Ste. 210, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
14 Corporate Plaza, Suite 210, Newport Beach, CA 92660 • UNITED STATES
14 Corporate Plaza Drive Suite 210, Newport Beach, CA 92660 • United States
9606 N. Mopac Expy Suite 500, Austin, TX 78759 • United States
Fort Worth, TX • United States
14 Corporate Plaza Ste. 210, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2021-01-12 |
Branch Locations
14 Corporate Plaza Ste. 210, Newport Beach, CA 92660 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clayton, Williams & Sherwood Investments | Newport Beach | CA | 08/1979 | Present |
| Cws Apartment Homes Llc | Newport Beach | CA | 03/1999 | Present |
| Cws Capital Partners, Llc | Newport Beach | CA | 01/1998 | Present |
OWNER/OFFICER & ADVISORY BOARD MEMBER, CWS CAPITAL PARTNERS LLC (CWSCP)(CORPORATE UMBRELLA), CWS CORPORATE HOUSING LLC, AND CWS APARTMENT HOMES (CWSAH) PROPERTY MGT FIRM. GP OF NUMEROUS RE LIMITED PARTNERSHIPS AFFILIATED WITH CWSCP OR CWSAH. ACTIVITIES INCLUDE PROPERTY ACQUISITION & GENERAL MGMT. EACH OF THE FOREGOING MIGHT BE DEEMED INVESTMENT RELATED AND IS LOCATED AT 14 CORPORATE PLAZA DR. #210, NEWPORT BEACH, CA 92660. MAJORITY OF TIME DEVOTED TO PARTNERSHIPS; MAY DEVOTE TIME TO ANY ONE OR MORE OF ABOVE ENTITIES ON A DAILY BASIS AS NEEDED. OWNER - GELATO PARADISO - FOOD SERVICES / CUISINE NON INVESTMENT RELATED APPROXIMATELY 1 HOUR PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-09 |
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