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Advisor at CW ADVISORS, LLC
MESA, AZ | BOSTON, MA
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|MESA, AZ | Current employment |
| ROVIN CAPITAL | Independent wealth | Mar 11, 2022 | Feb 9, 2026 | no | MESA, AZ | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 13, 2018 | Feb 16, 2022 | no | BOSTON, MA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Apr 12, 2018 | Jul 13, 2018 | no | SALT LAKE CITY, UT | 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 |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | ROVIN CAPITAL | Feb 16, 2022 | Mar 11, 2022 | 23 | Firm change | Ibd to RIA |
| STRATEGIC ADVISERS LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jul 13, 2018 | Jul 13, 2018 | 0 | Bulk transfer | Ibd to new firm |