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

Aug 5, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S66

First exam

Aug 5, 2010

First registration

May 1, 2012

Dual registered

no

Other names

MARSHA NEWMAN|MARSHA NEWMAN|MARSHA LUJAN|MARSHA THOMPSON|MARSHA NUTTALL

IAPD individual key

5582067

• Occurred

  Oct 2, 2025
  Advisor changed firm

  Marsha Newman Nuttall left Aveo Capital Partners, Llc for Cwm, Llc (registered 2026-01-06)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:67ef9991-69b6-1454-c718-e4afa3200e9c

First observed

May 1, 2012

Last observed

Sep 15, 2026 3 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.