Wayne W Howell

Current Employers

Cw Advisors, Llc

155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-03-24

NJ RA
APPROVED

Since 2025-03-24

Branch Locations

37 Stonehouse Road, Basking Ridge, NJ 07920 • United States

155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cw Advisors, Llc	Basking Ridge	NJ	03/2025	Present
Delta Financial Group, Inc.	Basking Ridge	NJ	08/2012	03/2025
Wayne W Howell, Cpa	Basking Ridge	NJ	04/1987	Present

03/2025 → Present

Cw Advisors, Llc

Basking Ridge, NJ
08/2012 → 03/2025

Delta Financial Group, Inc.

Basking Ridge, NJ
04/1987 → Present

Wayne W Howell, Cpa

Basking Ridge, NJ

Previous Registrations

2013-07-17 → 2025-03-27

Delta Financial Group, Inc.

Basking Ridge, NJ
2005-01-21 → 2013-05-17

Avantax Advisory Services

Raritan, NJ
2004-01-26 → 2004-12-15

Osaic Fa, Inc.

Neshanic Station, NJ
2002-05-18 → 2002-12-20

Avantax Advisory Services

Neshanic Station, NJ

Other Businesses

Wayne W Howell, CPA; Not investment-related; 37 Stonehouse Road, Basking Ridge, NJ 07920; Accounting practice; Owner / CPA; 04/01/1987; 140 hours per month; 70 during trading hours; Owner / CPA of an accounting and tax practice

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-11-02

S66 Uniform Combined State Law Examination

2001-11-02

Designations

View on SEC IAPD