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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

LEWIS MATTHEW YOUNG

Advisor at CWM, LLC

West Monroe, LA | OMAHA, NE

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Search this name across graphsid dfx:ria:a1d9c915-b813-18ab-2235-3ec4d59ecea4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 24, 2004 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Nov 28, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Nov 28, 2000
First registration: Nov 24, 2004
Dual registered: yes, broker-dealer
Other names: LEWIS M YOUNG
IAPD individual key: 4285727

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CWM, LLC	Bd affiliated wealth	Nov 16, 2022	n/a	yes	OMAHA, NE\|West Monroe, LA	Current employment
NEWEDGE ADVISORS	Bd affiliated wealth	Oct 2, 2017	Nov 10, 2022	no	Monroe, LA\|NEW ORLEANS, LA	Previous registration
Spc	Bd affiliated wealth	Apr 1, 2009	Oct 3, 2017	no	MONROE, LA\|ANN ARBOR, MI\|Monroe, LA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Apr 13, 2006	Mar 31, 2008	no	MONROE, LA	Previous registration
MORGAN KEEGAN & COMPANY, LLC	Former SEC adviser	Nov 24, 2004	Apr 18, 2006	no	RUSTON, LA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
NEWEDGE ADVISORS	CWM, LLC	Nov 10, 2022	Nov 16, 2022	6	Firm change	Ibd to ibd
Spc	NEWEDGE ADVISORS	Oct 3, 2017	Oct 2, 2017	-1	Firm change	Other
WELLS FARGO ADVISORS	Spc	Mar 31, 2008	Apr 1, 2009	366	Firm change	Other
MORGAN KEEGAN & COMPANY, LLC	WELLS FARGO ADVISORS	Apr 18, 2006	Apr 13, 2006	-5	Firm change	Other

Relationships

Registered with (5)

→ CWM, LLCRegistered adviserregistration: current employment
Nov 16, 2022 to presentfactForm ADV
→ NEWEDGE ADVISORSRegistered adviserregistration: previous registration
Oct 2, 2017 to Nov 10, 2022factForm ADV
→ SPCRegistered adviserregistration: previous registration
Apr 1, 2009 to Oct 3, 2017factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Apr 13, 2006 to Mar 31, 2008factForm ADV
→ MORGAN KEEGAN & COMPANY, LLCRegistered adviserregistration: previous registration
Nov 24, 2004 to Apr 18, 2006factForm ADV

Dated events

Occurred
Nov 10, 2022
Advisor changed firm
Lewis Matthew Young left Newedge Advisors for Cwm, Llc (registered 2022-11-16)
Form ADVobserved 6 days ago