DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CWM PARTNERS, LLC
NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CWM PARTNERS, LLC | Independent wealth | Jun 13, 2022 | n/a | yes | NEW YORK, NY | Current employment |
| MANCHESTER CAPITAL MANAGEMENT LLC | Independent wealth | Feb 12, 2015 | Nov 7, 2022 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MANCHESTER CAPITAL MANAGEMENT LLC | CWM PARTNERS, LLC | Nov 7, 2022 | Jun 13, 2022 | -147 | Firm change after gap | RIA to RIA |