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Nathaniel David Robinson

Cw Advisors, LLC

Midlothian, 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 2024-10-07
  • VA RA
    APPROVED
    Since 2024-10-07

Branch Locations

Midlothian, VA • 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
Colorado Springs Switchbacks Colorado Springs CO 11/2015 01/2017
Cg Advisory Services Richmond VA 11/2016 01/2023
Campbell Wealth Management, Inc. Alexandria VA 02/2023 08/2024
Cw Advisors, Llc Midlothian VA 10/2024 Present
  • 11/2015 → 01/2017
    Colorado Springs Switchbacks
    Colorado Springs, CO
  • 11/2016 → 01/2023
    Cg Advisory Services
    Richmond, VA
  • 02/2023 → 08/2024
    Campbell Wealth Management, Inc.
    Alexandria, VA
  • 10/2024 → Present
    Cw Advisors, Llc
    Midlothian, VA
Previous Registrations
  • 2023-03-07 → 2024-08-08
    Campbell Wealth Management, Inc.
    Alexandria, VA
  • 2016-11-16 → 2023-11-15
    Cg Advisory Services
    Colorado Springs, CO
    Williamston, MI
    Williamston, MI
    Richmond, VA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-08-19
S65 Uniform Investment Adviser Law Examination 2014-11-20
  • S63 Uniform Securities Agent State Law Examination
    2024-08-19
  • S65 Uniform Investment Adviser Law Examination
    2014-11-20
Designations
Other Names
  • Nathaniel David Robinson
  • Nathan David Robinson

View on SEC IAPD

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