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

CWM, LLC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65

First exam

Nov 4, 2022

First registration

Mar 22, 2023

Dual registered

no

Other names

DANIELLE DELGADO|DANIELLE FONTANA|DANI FAVA

IAPD individual key

4415779

• Occurred

  Apr 8, 2024
  Advisor changed firm

  Danielle Fava left Envestnet Embedded Advisory, Inc. for Envestnet Pmc (registered 2024-01-23)

  Form ADVobserved 5 days ago
• Occurred

  Apr 5, 2024
  Advisor changed firm

  Danielle Fava left Envestnet Pmc for Cwm, Llc (registered 2024-04-22)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8859fee7-e2b7-8354-69c5-254c80f273db

First observed

Mar 22, 2023

Last observed

Sep 14, 2026 6 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.