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RIA / WealthAdvisorCertified Financial Planner21 years in industry

ELIZABETH NICOLE NAPPER

Advisor at CW ADVISORS, LLC

BOSTON, MA | FALLS CHURCH, VA

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Search this name across graphsid dfx:ria:53859640-ea6f-334b-66ed-44adef9ca88b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 13, 2006 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: Sep 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Sep 1, 2005
First registration: Feb 13, 2006
Dual registered: no
Other names: BETH NAPPER
IAPD individual key: 5100961

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	Sep 1, 2026	n/a	yes	BOSTON, MA\|FALLS CHURCH, VA	Current employment
Captrust	Institutional manager	Oct 24, 2025	Jul 20, 2026	no	Alexandria, VA	Previous registration
HOMESTEAD ADVISERS CORP.	Other adviser	Nov 20, 2007	Dec 31, 2014	no	ARLINGTON, VA	Previous registration
BB&T ASSET MANAGEMENT, INC.	n/a	Feb 13, 2006	Nov 2, 2007	no	FALLS CHURCH, VA	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
Captrust	CW ADVISORS, LLC	Jul 20, 2026	Sep 1, 2026	43	Firm change	Other
HOMESTEAD ADVISERS CORP.	Captrust	Dec 31, 2014	Oct 24, 2025	3,950	Firm change after gap	Other
BB&T ASSET MANAGEMENT, INC.	HOMESTEAD ADVISERS CORP.	Nov 2, 2007	Nov 20, 2007	18	Firm change	Other

Relationships

Registered with (4)

→ CW ADVISORS, LLCRegistered adviserregistration: current employment
Sep 1, 2026 to presentfactForm ADV
→ CAPTRUSTRegistered adviserregistration: previous registration
Oct 24, 2025 to Jul 20, 2026factForm ADV
→ HOMESTEAD ADVISERS CORP.Registered adviserregistration: previous registration
Nov 20, 2007 to Dec 31, 2014factForm ADV
→ BB&T ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Feb 13, 2006 to Nov 2, 2007factForm ADV

Dated events

Occurred
Jul 20, 2026
Advisor changed firm
Elizabeth Nicole Napper left Captrust for Cw Advisors, Llc (registered 2026-09-01)
Form ADVobserved 5 days ago