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155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-08-16 |
| VA | RA | APPROVED | 2024-08-16 |
Branch Locations
1806 Summit Ave 100, Richmond, VA 23230 • 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 |
|---|---|---|---|---|
| Agili, P.C. | Richmond | VA | 01/1993 | 08/2024 |
| Cw Advisors, Llc | Richmond | VA | 08/2024 | Present |
1) Bromley Partners, LLC; Investment-related; 1806 Summit Avenue, Richmond, VA. 23230; General Partner for MJA Special Opportunities Fund, LLC; Managing Member; Start date: 02/15/2016; Hours/month: 1; CW Advisors, LLC provides advisory services to MJA Special Opportunities Fund, LLC and will earn an annual fee for services provided. 2) Jesse C. Eisel Testamentary Trust; Investment-related; Trustee; Start date: 08/08/2019; Hours/month: 1; CW Advisors, LLC provides advisory services to Jesse C. Eisel Testamentary Trust and will earn an annual fee for services provided. 3) NAPFA Foundation; Not investment-related; 501(c)(3) charitable organization; Vice President of the Board, Chair of Development Committee; 8700 W Bryn Mawr Ave, Chicago, IL. 60631; Hours/month: 1; Assist foundation with strategy and growth efforts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-07-10 |
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