0001678293-24-000002.txt : 20240328
0001678293-24-000002.hdr.sgml : 20240328
20240328172137
ACCESSION NUMBER: 0001678293-24-000002
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
MA-I INDIVIDUAL: FLORES,EMILIO,ALEJANDRO,
FILED AS OF DATE: 20240328
DATE AS OF CHANGE: 20240328
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: CFW Advisory Services, LLC
CENTRAL INDEX KEY: 0001678293
ORGANIZATION NAME:
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: 24800510
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
5095672200
emilio@cfwadvisors.com
compliance@cfwadvisors.com
N
0001678293-22-000007
N
Emilio
Alejandro
Flores
Y
2
0001678293
CFW Advisory Services, LLC
04-05-2016
N
867-02098
LOCATED
SUPERVISED
06-01-2016
601 W 1ST AVENUE
SUITE 1400
SPOKANE
WA
99201
0001610503
Caldwell Flores Winters, Inc.
09-01-2010
N
867-00493
LOCATED
SUPERVISED
09-01-2010
2163 HARBOR BAY PARKWAY
ALAMEDA
CA
94502
04-2016
CFW Advisory Services, LLC
Spokane
WA
99201
Y
N
Managing Partner
09-2010
07-2016
Caldwell Flores Winters, Inc.
ALAMEDA
CA
94502
Y
N
CEO
Y
09-2010
CALDWELL FLORES WINTERS, INC
2163 HARBOR BAY PARKWAY
ALAMEDA
CA
94502
Y
N
MUNICIPAL ADVISORY, FACILITIES PLANNING, PROGRAM MANAGEMENT
CHIEF EXECUTIVE OFFICER
80
MUNICIPAL ADVISORY SERVICES; CHIEF EXECUTIVE OFFICER
01-2022
OLYMPIC PACIFIC, LLC
402 N. DIVISION STREET
CARSON CITY
NV
89703
N
N
REAL ESTATE
PARTNER
10
LANDLORD
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