DFX Intelligence

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RIA / WealthAdvisorPersonal Financial Specialist34 years in industry

JUDE ARTHUR KOTARIDES

Advisor at CW ADVISORS, LLC

HAVRE DE GRACE, MD | BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:314acb6a-5bfb-826e-7a62-57b7909bcf2b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 1, 2002 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CW ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Designations: Personal Financial Specialist
First registration: Jan 1, 2002
Dual registered: no
IAPD individual key: 4485021

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CW ADVISORS, LLC	Independent wealth	Dec 25, 2023	n/a	yes	BOSTON, MA\|HAVRE DE GRACE, MD	Current employment
ALLIANT FINANCIAL MANAGEMENT, INC.	Former SEC adviser	Jan 1, 2002	Dec 31, 2023	no	TOWSON, MD\|HAVRE DE GRACE, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ALLIANT FINANCIAL MANAGEMENT, INC.	CW ADVISORS, LLC	Dec 31, 2023	Dec 25, 2023	-6	Firm change	Other

Relationships

Registered with (2)

→ CW ADVISORS, LLCRegistered adviserregistration: current employment
Dec 25, 2023 to presentfactForm ADV
→ ALLIANT FINANCIAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Jan 1, 2002 to Dec 31, 2023factForm ADV

Dated events

Occurred
Dec 31, 2023
Advisor changed firm
Jude Arthur Kotarides left Alliant Financial Management, Inc. for Cw Advisors, Llc (registered 2023-12-25)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:314acb6a-5bfb-826e-7a62-57b7909bcf2b
First observed: Jan 1, 2002
Last observed: Sep 15, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JUDE ARTHUR KOTARIDES

Advisor at CW ADVISORS, LLC

HAVRE DE GRACE, MD | BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:314acb6a-5bfb-826e-7a62-57b7909bcf2b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:21 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CW ADVISORS, LLC

Independent wealth

Dec 25, 2023

n/a

yes

BOSTON, MA|HAVRE DE GRACE, MD

Current employment

ALLIANT FINANCIAL MANAGEMENT, INC.

Former SEC adviser

Jan 1, 2002

Dec 31, 2023

TOWSON, MD|HAVRE DE GRACE, MD

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

ALLIANT FINANCIAL MANAGEMENT, INC.

CW ADVISORS, LLC

Dec 31, 2023

Dec 25, 2023

-6

Firm change

Other