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155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-08-29 |
Branch Locations
31 North Main St, New Hope, PA 18938 • United States
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | New Hope | PA | 03/2011 | 06/2021 |
| Chb Investment Group, Llc | New Hope | PA | 03/2011 | 08/2025 |
| Cw Advisors, Llc | New Hope | PA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-05-26 |
| S65 | Uniform Investment Adviser Law Examination | 1995-05-22 |
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