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Advisor at CWM, LLC
OMAHA, NE | Omaha, NE
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CWM, LLC | Bd affiliated wealth | Dec 23, 2025 | n/a | yes | Omaha, NE|OMAHA, NE | Current employment |
| MUTUAL OF OMAHA INVESTOR SERVICES, INC. | Independent wealth | Jan 30, 2025 | Dec 11, 2025 | no | OMAHA, NE|Denver, CO | Previous registration |
| CWM, LLC | Bd affiliated wealth | Dec 3, 2024 | Jan 2, 2025 | no | Omaha, NE|OMAHA, NE | Previous registration |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Feb 28, 2024 | Dec 3, 2024 | no | NORFOLK, NE|OMAHA, NE | Previous registration |
| THE WEALTH CONSULTING GROUP | Independent wealth | Aug 17, 2023 | Feb 5, 2024 | no | LAS VEGAS, NV|Nofolk, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MUTUAL OF OMAHA INVESTOR SERVICES, INC. | CWM, LLC | Dec 11, 2025 | Dec 23, 2025 | 12 | Firm change | RIA to ibd |
| CWM, LLC | MUTUAL OF OMAHA INVESTOR SERVICES, INC. | Jan 2, 2025 | Jan 30, 2025 | 28 | Firm change | Ibd to RIA |
| CETERA INVESTMENT ADVISERS LLC | CWM, LLC | Dec 3, 2024 | Dec 3, 2024 | 0 | Firm change | Ibd to ibd |
| THE WEALTH CONSULTING GROUP | CETERA INVESTMENT ADVISERS LLC | Feb 5, 2024 | Feb 28, 2024 | 23 | Firm change | RIA to ibd |