Joshua Kenworthy Rivers

Employer firm

Cw Advisors, LLC CRD 310873

$15.2B regulatory AUM 47 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → 10/2016
  Lincoln Financial Advisors
  Annapolis, MD
• 01/2017 → 05/2021
  Pinnacle Advisory Group, Inc.
  Columbia, MD
• 05/2021 → Present
  Congress Wealth Management Llc
  Columbia, MD

Previous Registrations

• 2017-02-17 → 2021-05-17
  Pinnacle Advisory Group, Inc.
  Columbia, MD
• 2012-08-29 → 2016-10-04
  Osaic Fa, Inc.
  Annapolis, MD
• 2008-09-15 → 2012-08-21
  Keel Point Advisors, Llc
  Vienna, VA
• 2007-09-19 → 2008-08-18
  Osaic Fa, Inc.
  Vienna, VA
• 2006-07-05 → 2007-08-31
  Uvest Financial Services Group, Inc.
  Annapolis, MD
  Annapolis, MD
  Olney, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-03-28
• S63 Uniform Securities Agent State Law Examination
  2001-04-13

Designations

• Certified Financial Planner