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Cody Lyn Santmyer

Cw Advisors, LLC

Richmond, VA

Boston, MA

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Current Employers
Cw Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-02-06
  • VA RA
    APPROVED
    Since 2026-02-06

Branch Locations

1806 Summit Ave 100, Richmond, VA 23230 • 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
OrganizationCityStateFromTo
Cw Advisors, Llc Richmond VA 08/2024 Present
Agili Richmond VA 01/2021 07/2024
Virginia Tech Blacksburg VA 08/2016 12/2020
  • 08/2024 → Present
    Cw Advisors, Llc
    Richmond, VA
  • 01/2021 → 07/2024
    Agili
    Richmond, VA
  • 08/2016 → 12/2020
    Virginia Tech
    Blacksburg, VA
Designations

View on SEC IAPD

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