0001678293-23-000002.txt : 20230403
0001678293-23-000002.hdr.sgml : 20230403
20230403074238
ACCESSION NUMBER: 0001678293-23-000002
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
KELLY-TUASON,DAVID,VINCENT,
FILED AS OF DATE: 20230331
DATE AS OF CHANGE: 20230403
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: CFW Advisory Services, LLC
CENTRAL INDEX KEY: 0001678293
IRS NUMBER: 812234274
STATE OF INCORPORATION: WA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA-I/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-05195
FILM NUMBER: 23790639
BUSINESS ADDRESS:
STREET 1: 601 W 1ST STREET
STREET 2: SUITE 1400
CITY: SPOKANE
STATE: WA
ZIP: 99201
BUSINESS PHONE: 5095707505
MAIL ADDRESS:
STREET 1: 601 W 1ST STREET
STREET 2: SUITE 1400
CITY: SPOKANE
STATE: WA
ZIP: 99201
MA-I/A
1
primary_doc.xml
MA-I/A
0001678293
XXXXXXXX
EMILIO FLORES
510-596-8180
emilio@cfwadvisors.com
compliance@cfwadvisors.com
N
0001678293-22-000004
N
DAVID
VINCENT
KELLY-TUASON
Y
2
0001678293
CFW Advisory Services, LLC
12-02-2020
N
867-02098
LOCATED
SUPERVISED
12-02-2020
2163 HARBOR BAY PARKWAY
ALAMEDA
CA
94502
0001610503
Caldwell Flores Winters, Inc.
01-03-2017
N
867-00493
LOCATED
SUPERVISED
01-03-2017
2163 HARBOR BAY PARKWAY
ALAMEDA
CA
94502
DAVID
VINCENT
KELLY
12-2020
CFW ADVISORY SERVICES LLC
ALAMEDA
WA
94502
Y
N
ASSISTANT VICE PRESIDENT
01-2017
11-2020
CALDWELL FLORES WINTERS, INC
ALAMEDA
CA
94502
Y
N
ASSISTANT VICE PRESIDENT
04-2016
12-2016
INDEPENDENT CONTRACTOR (LYFT AND UBER)
OAKLAND
CA
94612
N
N
DRIVER
10-2009
03-2016
CITY AND COUNTY OF SAN FRANCISCO
SAN FRANCISCO
CA
94102
N
N
ADMINISTRATIVE ASSISTANT
Y
03-2016
INDEPENDENT CONTRACTOR (LYFT AND UBER)
1425 LAKESIDE DR #103
OAKLAND
CA
94612
N
N
RIDE SHARING
DRIVER
10
DRIVER
01-2017
CALWELL FLORES WINTERS, INC
2163 HARBOR BAY PARKWAY
ALAMEDA
CA
94502
Y
N
MUNICIPAL ADVISORY, FACILITIES PLANNING, PROGRAM MANAGEMENT
ASSISTANT VICE PRESIDENT
40
MUNICIPAL ADVISORY SERVICES
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
03-31-2023
Emilio Flores
Managing Partner