Carl Rowits

Current Employers

Cwr Capital Management Llc

Lancaster, PA • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2021-07-13

PA RA
APPROVED

Since 2021-07-13

Branch Locations

Lancaster, PA • 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
Cwr Capital Management Llc	Philadelphia	PA	03/2021	Present
West Pharmaceutical Services	Exton	PA	05/2020	08/2021
Link Industrial Properties	Fort Washington	PA	10/2019	04/2020
Ephrata Area School District & Pennsylvania State	State College	PA	03/2011	09/2017
Ey	Philadelphia	PA	09/2017	10/2019
Workiva Inc	Ames	IA	08/2021	07/2023
Exelon	Philadelphia	PA	07/2023	Present
For The Trades Financial Wellness Llc	Lancaster	PA	07/2024	Present

03/2021 → Present

Cwr Capital Management Llc

Philadelphia, PA
05/2020 → 08/2021

West Pharmaceutical Services

Exton, PA
10/2019 → 04/2020

Link Industrial Properties

Fort Washington, PA
03/2011 → 09/2017

Ephrata Area School District & Pennsylvania State

State College, PA
09/2017 → 10/2019

Ey

Philadelphia, PA
08/2021 → 07/2023

Workiva Inc

Ames, IA
07/2023 → Present

Exelon

Philadelphia, PA
07/2024 → Present

For The Trades Financial Wellness Llc

Lancaster, PA

Other Businesses

Exelon Corporation (Manager, Financial Reporting). Address: 10 South Dearborn Street, Chicago, IL 60680. Nature: Publicly traded utility services holding company (NASDAQ: EXC). Duties: Responsible for managing financial reporting, preparing statements, and reporting to senior management. This is a non-investment-related role. Start Date: 07/10/2023. Hours per month: 160 hours total; 130 hours during advisory business hours. Carl Rowits does not offer any Exelon-related services or utility sector recommendations to clients of CWR Capital Management, LLC, and the firm maintains a Restricted List to prevent conflicts of interest. For The Trades Financial Wellness (Proprietor). Address: 2313 Bob White Ln, Lancaster, PA 17601. Nature: Financial wellness coaching and education. Duties: Strategic oversight and coaching for trade professionals. Non-investment-related. Start Date: 7/16/2024. Hours per month: 2 hours total; 0 hours during advisory business hours.

Other Names

Carl W Rowits