0001678293-23-000004.txt : 20230403
0001678293-23-000004.hdr.sgml : 20230403
20230403074220
ACCESSION NUMBER: 0001678293-23-000004
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
FLORES,ERNESTO,RODRIGUEZ,
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: 23790637
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 Alejandro Flores
5097952577
emilio@cfwadvisors.com
compliance@cfwadvisors.com
N
0001678293-22-000008
N
Ernesto
Rodriguez
Flores
Y
2
0001610503
Caldwell Flores Winters, Inc.
12-10-1987
N
867-00493
LOCATED
SUPERVISED
12-10-1987
2163 HARBOR BAY PARKWAY
ALAMEDA
CA
94502
0001678293
CFW Advisory Services, LLC
04-05-2016
N
867-02098
LOCATED
SUPERVISED
06-01-2016
2163 HARBOR BAY PARKWAY
ALAMEDA
CA
94502
04-2016
CFW ADVISORY SERVICES LLC
ALAMEDA
CA
94502
Y
N
PARTNER
01-1987
04-2016
Caldwell Flores Winters, Inc.
ALAMEDA
CA
94502
Y
N
Owner/President
Y
07-2005
ROVENTINI LLC
POST OFFICE BOX 11026
ZEPHYR COVE
NV
89448
N
N
REAL ESTATE
PARTNER
10
PARTNER
01-2003
LYONS HOLDING
POST OFFICE BOX 11026
ZEPHYR COVE
NV
89448
N
N
REAL ESTATE HOLDINGS
PARTNER
5
PARTNER
01-2004
MICA DRIVE LLC
POST OFFICE BOX 11026
ZEPHYR COVE
NV
89448
N
N
REAL ESTATE
PARTNER
5
PARTNER
01-2003
ERF ENTERPRISES
POST OFFICE BOX 11026
ZEPHYR COVE
NV
89448
N
N
REAL ESTATE HOLDING
PARTNER
5
PARTNER
01-2005
F & G LLC
402 NORTH DIVISION STREET
CARSON CITY
NV
89703
N
N
PROJECT MANAGEMENT
PARTNER
20
PARTNER
01-2006
Ross Park LLC.
Post Office Box 11026
Zephyr Cove
NV
89448
N
N
Real Estate Holding
Partner
5
Partner
01-1987
Caldwell Flores Winters, Inc.
2163 HARBOR BAY PARKWAY
Suite 270
ALAMEDA
CA
94502
Y
N
Municipal Advisory, Facilities Planning, Program Management
Owner/President
40
Municipal Advisory Services; President
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