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Advisor at CW ADVISORS, LLC
Quincy, MA | BOSTON, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CW ADVISORS, LLC | Independent wealth | Feb 3, 2025 | n/a | yes | Quincy, MA|BOSTON, MA | Current employment |
| FERNWOOD INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Jun 30, 2003 | Feb 7, 2025 | no | QUINCY, MA | Previous registration |
| BAINCO INTERNATIONAL INVESTORS LLC | Former SEC adviser | Dec 1, 1999 | Jul 23, 2003 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FERNWOOD INVESTMENT MANAGEMENT, LLC | CW ADVISORS, LLC | Feb 7, 2025 | Feb 3, 2025 | -4 | Firm change | RIA to RIA |
| BAINCO INTERNATIONAL INVESTORS LLC | FERNWOOD INVESTMENT MANAGEMENT, LLC | Jul 23, 2003 | Jun 30, 2003 | -23 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 126144:310873:MA:2025-02-03 | Feb 7, 2025 | Feb 3, 2025 | QUINCY, MA | Firm change |