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, 2014earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Nov 20, 2014

First registration

Nov 16, 2016

Dual registered

no

Other names

Nathaniel David Robinson|NATHAN DAVID ROBINSON

IAPD individual key

6336837

• Occurred

  Aug 8, 2024
  Advisor changed firm

  Nathaniel David Robinson left Campbell Wealth Management, Inc. for Cw Advisors, Llc (registered 2024-10-07)

  Form ADVobserved 5 days ago
• Occurred

  Nov 15, 2023
  Advisor changed firm

  Nathaniel David Robinson left Cg Advisory Services for Campbell Wealth Management, Inc. (registered 2023-03-07)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:93470fad-2f64-8dcf-ccc0-5011640f124a

First observed

Nov 16, 2016

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.