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