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Advisor at CW ADVISORS, LLC
BOSTON, MA | LEHI, UT
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 |
|---|---|---|---|---|---|---|
| CW ADVISORS, LLC | Independent wealth | Feb 2, 2026 | n/a | yes | BOSTON, MA|LEHI, UT | Current employment |
| ROVIN CAPITAL | Independent wealth | Apr 24, 2023 | Feb 9, 2026 | no | MESA, AZ|Lehi, UT | Previous registration |
| ACCUVEST GLOBAL ADVISORS, INC. | Other adviser | Dec 23, 2009 | Aug 1, 2022 | no | WALNUT CREEK, CA | Previous registration |
| 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 |
| ACCUVEST GLOBAL ADVISORS, INC. | ROVIN CAPITAL | Aug 1, 2022 | Apr 24, 2023 | 266 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 152662:310873:UT:2026-02-09 | Feb 9, 2026 | Feb 2, 2026 | LEHI, UT | Firm change |