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155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-02-02 |
Branch Locations
155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Accuvest Global Advisors | Walnut Creek | CA | 01/2008 | 07/2022 |
| Rovin Capital | Lehi | UT | 08/2022 | 02/2026 |
| Cw Advisors, Llc | Lehi | UT | 02/2026 | Present |
1) Six Peak Capital Management, LLC; Investment-related; 3051 N Bar H Rd Lehi Utah 84043; Management company for Special Purpose Vehicle entities, including debt investment to a company named Fetch; Manager; 3/20/2025; 2 Hours per month; 2 during trading hours; Receive updates on SPV, consult on any inquiries 2) Rovin Capital Investment Committee; Investment-related; Lehi Utah 84043; Investment Committee; Committee Member; 1/1/2021; 4 hours per month; 0 during trading hours; participate in periodic meetings and review investment opportunities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-22 |
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