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

Jul 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Feb 5, 2021

First registration

Feb 24, 2021

Dual registered

yes, broker-dealer

Other names

Brad Michalchuk

IAPD individual key

7342964

• Occurred

  Aug 5, 2026
  Advisor changed firm

  Bradley Ross Michalchuk left Wells Fargo Advisors for Cwm, Llc (registered 2026-07-27)

  Form ADVobserved 5 days ago
• Occurred

  May 9, 2025
  Advisor changed firm

  Bradley Ross Michalchuk left The Millstone Evans Group, Llc for Wells Fargo Advisors (registered 2025-04-25)

  Form ADVobserved 5 days ago
• Occurred

  Jan 27, 2022
  Advisor changed firm

  Bradley Ross Michalchuk left Maia Wealth for The Millstone Evans Group, Llc (registered 2022-02-12)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b666fa29-b7b1-4cf1-5847-d37031fa5c86

First observed

Feb 24, 2021

Last observed

Sep 15, 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.