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