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.

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

Nov 20, 1998earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S63

First exam

Nov 20, 1998

First registration

May 13, 2019

Dual registered

no

Other names

Jennifer Kristine DeSisto|Jennifer Kristine Hill-DeSisto|JENNIFER KRISTINE HILL|Jen DeSisto

IAPD individual key

3122857

• Occurred

  Oct 7, 2024
  Advisor changed firm

  Jennifer Kristine Desisto left Anchor Capital Advisors Llc for Cw Advisors, Llc (registered 2024-10-03)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:704bb408-b934-5df2-745d-fe30f17f609d

First observed

May 13, 2019

Last observed

Sep 14, 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.