0001678293-23-000005.txt : 20230403 0001678293-23-000005.hdr.sgml : 20230403 20230403074211 ACCESSION NUMBER: 0001678293-23-000005 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 GHEYARA,KHUSHROO,FEROZ, 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: 23790636 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 0001678293-22-000006 N Khushroo Feroz Gheyara Y 2 0001678293 CFW Advisory Services, LLC 12-02-2020 N 867-02098 SUPERVISED 12-02-2020 2163 HARBOR BAY PARKWAY ALAMEDA CA 94502 0001610503 Caldwell Flores Winters, Inc. 07-15-1993 N 867-00493 LOCATED SUPERVISED 07-15-1993 2163 HARBOR BAY PARKWAY ALAMEDA CA 94502 12-2020 CFW Advisory Services, LLC ALAMEDA CA 94502 Y N Executive Vice President 07-1993 11-2020 CALDWELL FLORES WINTERS INC ALAMEDA CA 94502 Y N EXECUTIVE VICE PRESIDENT Y 08-2005 F&G 402 N DIVISION ST CARSON CITY NV 89703 N N PROGRAM MANAGEMENT PARTNER 20 PARTNER 07-1993 CALDWELL FLORES WINTERS, INC 2163 HARBOR BAY PARKWAY ALAMEDA CA 94502 Y N MUNICIPAL ADVISORY, FACILITIES PLANNING, PROGRAM MANAGEMENT EXECUTIVE 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