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Advisor at CWM, LLC
Falls Church, VA | 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 | Jan 31, 2025 | n/a | yes | Falls Church, VA|OMAHA, NE | Current employment |
| FIRST COMMAND ADVISORY SERVICES | Bd affiliated wealth | Dec 15, 2015 | Mar 3, 2025 | no | FORT WORTH, TX|Arlington, VA|FORT WORTH, TX | Previous registration |
| FIRST COMMAND FINANCIAL PLANNING, INC. | Former SEC adviser | Jun 27, 2014 | Dec 15, 2015 | no | ALEXANDRIA, VA|Arlington, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIRST COMMAND ADVISORY SERVICES | CWM, LLC | Mar 3, 2025 | Jan 31, 2025 | -31 | Firm change after gap | Ibd to ibd |
| FIRST COMMAND FINANCIAL PLANNING, INC. | FIRST COMMAND ADVISORY SERVICES | Dec 15, 2015 | Dec 15, 2015 | 0 | Bulk transfer | Other |