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155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | 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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Scottsdale | AZ | 06/2012 | 02/2022 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 02/2022 |
| Rovin Capital | Mesa | AZ | 02/2022 | 02/2026 |
| Cw Advisors, Llc | Mesa | AZ | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-10 |
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