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Richard Ernest Milburn

Cw Advisors, LLC

Boston, MA

Wynnewood, PA

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Current Employers
Cw Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-09-19
  • PA RA
    APPROVED
    Since 2023-09-19

Branch Locations

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

308 Lancaster Ave, Wynnewood, PA 19096 • 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
Mainline Private Wealth, Llc Wynnewood PA 09/2021 09/2023
Archer Investment Management Solutions Berwyn PA 10/2015 09/2021
Congress Wealth Management Llc Wynnewood PA 09/2023 Present
  • 09/2021 → 09/2023
    Mainline Private Wealth, Llc
    Wynnewood, PA
  • 10/2015 → 09/2021
    Archer Investment Management Solutions
    Berwyn, PA
  • 09/2023 → Present
    Congress Wealth Management Llc
    Wynnewood, PA
Previous Registrations
  • 2023-06-05 → 2023-09-26
    Mainline Private Wealth, Llc
    Wynnewood, PA
Designations
Other Names
  • Rich Milburn

View on SEC IAPD

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COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
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