This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CWM, LLC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 24, 2013earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Sep 24, 2013

First registration

Apr 5, 2016

Dual registered

no

Other names

LORI MELISSA TALLEY|LORI MELISSA GARRISON|LORI T KELLEY

IAPD individual key

6016247

• Occurred

  Mar 30, 2026
  Advisor changed firm

  Lori Melissa Talley-Kelley left Crescent Financial Advisors for Cwm, Llc (registered 2025-07-16)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1998ee07-5f3e-991a-e77b-bb1139f4a675

First observed

Apr 5, 2016

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.