RIA Intelligence

Business email

chung@cw-investmentgroup.comreportedcw-investmentgroup.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• C•••• W• I••••••••• G••••• L•• independent RIA current
  since Apr 16, 2014 · Sugar Land, Tx
• W•••• F•••• A••••••• wirehouse
  May 21, 2010 to Apr 7, 2014 · Sugar Land, Tx
• W•••• F•••• A••••••• wirehouse
  Jan 1, 2008 to May 21, 2010 · Sugar Land, Tx
• A• G• E•••••• • S•••• I••• unclassified
  Jul 19, 2002 to Jan 1, 2008 · Sugar Land, Tx

• W•••• F•••• A••••••• to C•••• W• I••••••••• G••••• L••
  left Apr 7, 2014, registered Apr 16, 2014 (9 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
• W•••• F•••• A••••••• to W•••• F•••• A•••••••
  left May 21, 2010, registered May 21, 2010 (0 days) · channel change inside one enterprise, not a move
• A• G• E•••••• • S•••• I••• to W•••• F•••• A•••••••
  left Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

27derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address