Best Investors Account Sign in
Inactive

Brandon Philip Stoker

Cw Advisors, LLC

Scottsdale, AZ

Boston, MA

Claim This Profile
Current Employers
Cw Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-07-20
  • AZ RA
    APPROVED
    Since 2026-07-20

Branch Locations

15169 N Scottsdale Road 205, Scottsdale, AZ 85254 • 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
Charles Schwab & Co., Inc Phoenix AZ 10/2009 07/2026
Cw Advisors, Llc Scottsdale AZ 07/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-04-18
S63 Uniform Securities Agent State Law Examination 2009-06-08
  • S65 Uniform Investment Adviser Law Examination
    2011-04-18
  • S63 Uniform Securities Agent State Law Examination
    2009-06-08
Designations

View on SEC IAPD

More in Scottsdale, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor