DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CWA ASSET MANAGEMENT GROUP
NAPLES, FL
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 |
|---|---|---|---|---|---|---|
| CWA ASSET MANAGEMENT GROUP | Independent wealth | Jan 24, 2012 | n/a | yes | NAPLES, FL | Current employment |
| GYROSCOPE CAPITAL MANAGEMENT GROUP LLC | Former SEC adviser | Oct 19, 2022 | Sep 19, 2023 | no | NAPLES, FL | Previous registration |
| CW INSTITUTIONAL, LLC | Former SEC adviser | Apr 29, 2022 | Mar 27, 2025 | no | NAPLES, FL | Previous registration |
| FGI INVESTMENT STRATEGIES, LLC | n/a | Mar 3, 2014 | Aug 21, 2015 | no | NAPLES, FL | Previous registration |
| CWA NAPLES, LLC | Former SEC adviser | Feb 27, 2013 | Dec 31, 2022 | no | NAPLES, FL | Previous registration |
| CAPITAL WEALTH ADVISORS | Former SEC adviser | Mar 16, 2011 | Dec 31, 2019 | no | NAPLES, FL | Previous registration |
| ATRIUM GLOBAL BOND FUND, LLC | n/a | Jul 24, 2009 | Dec 31, 2010 | no | NAPLES, FL | Previous registration |
| CAPITAL WEALTH ADVISORS | Former SEC adviser | Oct 6, 2006 | Dec 31, 2010 | no | NAPLES, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CW INSTITUTIONAL, LLC | GYROSCOPE CAPITAL MANAGEMENT GROUP LLC | Mar 27, 2025 | Oct 19, 2022 | -890 | Firm change after gap | Other |
| GYROSCOPE CAPITAL MANAGEMENT GROUP LLC | n/a | Sep 19, 2023 | n/a | n/a | Departure no registered destination | Departure |
| CWA NAPLES, LLC | FGI INVESTMENT STRATEGIES, LLC | Dec 31, 2022 | Mar 3, 2014 | -3,225 | Firm change after gap | Other |
| CAPITAL WEALTH ADVISORS | CWA ASSET MANAGEMENT GROUP | Dec 31, 2019 | Jan 24, 2012 | -2,898 | Firm change after gap | Other |
| FGI INVESTMENT STRATEGIES, LLC | CW INSTITUTIONAL, LLC | Aug 21, 2015 | Apr 29, 2022 | 2,443 | Firm change after gap | Other |
| ATRIUM GLOBAL BOND FUND, LLC | CAPITAL WEALTH ADVISORS | Dec 31, 2010 | Mar 16, 2011 | 75 | Firm change | Other |
| CAPITAL WEALTH ADVISORS | ATRIUM GLOBAL BOND FUND, LLC | Dec 31, 2010 | Jul 24, 2009 | -525 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 166489:169556:FL:2022-12-31 | Dec 31, 2022 | Mar 3, 2014 | NAPLES, FL | Firm change after gap |
| 141079:158940:FL:2019-12-31 | Dec 31, 2019 | Jan 24, 2012 | NAPLES, FL | Firm change after gap |