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RIA / WealthAdvisorChartered Financial Consultant20 years in industry

KIMBALL ERIC PIERCE

Advisor at CW ADVISORS, LLC

BOSTON, MA | LEHI, UT

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Search this name across graphsid dfx:ria:35b2b8b9-b7a3-1653-e1ea-86eb997bae63

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 12, 2006 to Sep 14, 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: Dec 2, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S63|S66
First exam: Dec 2, 2005
First registration: Apr 12, 2006
Dual registered: no
Other names: KIMBALL PIERCE|KIMBALL ERIC PIERCE
IAPD individual key: 5039592

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	Feb 2, 2026	n/a	yes	BOSTON, MA\|LEHI, UT	Current employment
ROVIN CAPITAL	Independent wealth	May 30, 2017	Feb 9, 2026	no	West Jordan, UT\|Lehi, UT	Previous registration
MORGAN STANLEY	Wirehouse	Jan 4, 2010	Nov 26, 2010	no	SOUTH JORDAN, UT	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Sep 18, 2007	no	SALT LAKE CITY, UT	Previous registration
MORGAN STANLEY DW INC.	n/a	Apr 12, 2006	Apr 2, 2007	no	SALT LAKE CITY, UT	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
ROVIN CAPITAL	CW ADVISORS, LLC	Feb 9, 2026	Feb 2, 2026	-7	Firm change	RIA to RIA
MORGAN STANLEY	ROVIN CAPITAL	Nov 26, 2010	May 30, 2017	2,377	Firm change after gap	Other
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Sep 18, 2007	Jan 4, 2010	839	Firm change after gap	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
152662:310873:UT:2026-02-09	Feb 9, 2026	Feb 2, 2026	LEHI, UT	Firm change

Relationships

Registered with (5)

→ CW ADVISORS, LLCRegistered adviserregistration: current employment
Feb 2, 2026 to presentfactForm ADV
→ ROVIN CAPITALRegistered adviserregistration: previous registration
May 30, 2017 to Feb 9, 2026factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jan 4, 2010 to Nov 26, 2010factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Sep 18, 2007factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Apr 12, 2006 to Apr 2, 2007factForm ADV

Dated events

Occurred
Feb 9, 2026
Advisor changed firm
Kimball Eric Pierce left Rovin Capital for Cw Advisors, Llc (registered 2026-02-02)
Form ADVobserved 3 days ago