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Advisor at CWC ADVISORS, LLC
PUYALLUP, WA | LAKE OSWEGO, OR
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 |
|---|---|---|---|---|---|---|
| CWC ADVISORS, LLC | Mixed wealth | Jan 14, 2024 | n/a | yes | PUYALLUP, WA|LAKE OSWEGO, OR | Current employment |
| INVESTORS PORTFOLIO SERVICES LLC | Independent wealth | Jun 13, 2021 | Jan 25, 2024 | no | PUYALLUP, WA|Puyallup, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INVESTORS PORTFOLIO SERVICES LLC | CWC ADVISORS, LLC | Jan 25, 2024 | Jan 14, 2024 | -11 | Firm change | RIA to RIA |