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