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155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-08-31 |
Branch Locations
2801 N Thanksgiving Way 190, Lehi, UT 84043 • 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 |
|---|---|---|---|---|
| Cw Advisors, Llc | Lehi | UT | 08/2026 | Present |
| National Football League | Seattle | WA | 01/2025 | 12/2025 |
| Brigham Young University Football | Provo | UT | 01/2025 | Present |
| Brigham Young University | Provo | UT | 06/2020 | 12/2024 |
| Unemployed | N/A | XX | 08/2016 | 05/2020 |
1) Brigham Young University Football; Not investment-related; Provo, UT 84602; College Football; Offensive Assistant; January 2025; 80 hours per month; 40 during trading hours; Assistant coach
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-30 |
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