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Kimball Eric Pierce

Cw Advisors, LLC

Boston, MA

Lehi, UT

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Current Employers
Cw Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-02-02
  • UT RA
    APPROVED
    Since 2026-02-02

Branch Locations

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

2801 N Thanksgiving Way 190, Lehi, UT 84043 • 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
Goldman Sachs Salt Lake City UT 11/2010 04/2017
Rovin Capital Mesa AZ 05/2017 02/2026
Cw Advisors, Llc Lehi UT 02/2026 Present
Previous Registrations
  • 2017-05-30 → 2026-02-09
    West Jordan, UT
    Lehi, UT
  • 2010-01-04 → 2010-11-26
    South Jordan, UT
  • 2007-04-02 → 2007-09-18
    Morgan Stanley & Co. Llc
    Salt Lake City, UT
  • 2006-04-12 → 2007-04-02
    Morgan Stanley Dw Inc.
    Salt Lake City, UT
Other Businesses

1) Six Peak Capital Management, LLC; Member; 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; 2/12/2025; 3 Hours per month; 3 during trading hours; 4 Percent of total yearly compensation expected to be derived from the business; Sit on the investment committee 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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-04-11
S63 Uniform Securities Agent State Law Examination 2005-12-02
  • S66 Uniform Combined State Law Examination
    2006-04-11
  • S63 Uniform Securities Agent State Law Examination
    2005-12-02
Designations
Other Names
  • Kimball Pierce
  • Kimball Eric Pierce

View on SEC IAPD

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