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Stephen Olan Wright

Cw Advisors, LLC

Miami, FL

Boston, MA

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Current Employers
Cw Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-04-29
  • FL RA
    APPROVED
    Since 2021-04-29

Branch Locations

9155 South Dadeland Blvd Suite 1212, Miami, FL 33156 • 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
Pinnacle Advisory Group Columbia MD 08/2015 05/2021
Congress Wealth Management Llc Miami FL 05/2021 Present
  • 08/2015 → 05/2021
    Pinnacle Advisory Group
    Columbia, MD
  • 05/2021 → Present
    Congress Wealth Management Llc
    Miami, FL
Previous Registrations
  • 2015-10-27 → 2021-05-17
    Pinnacle Advisory Group, Inc.
    Miami, FL
  • 2013-12-02 → 2015-09-04
    The Enrichment Group, Inc.
    Miami, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-04-05
S63 Uniform Securities Agent State Law Examination 2002-01-23
  • S66 Uniform Combined State Law Examination
    2013-04-05
  • S63 Uniform Securities Agent State Law Examination
    2002-01-23
Designations

View on SEC IAPD

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