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155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-02-11 |
Branch Locations
155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
2801 N Thanksgiving Way 190, Lehi, UT 84043 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rovin Capital | Lehi | UT | 10/1978 | 02/2026 |
| First Allied Securities, Inc. | San Diego, Ca | CA | 11/2009 | 09/2017 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 07/2012 | 09/2017 |
| Cw Advisors, Llc | Lehi | UT | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-14 |
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