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

Mar 28, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

2

Exams

S66|S63

First exam

Mar 28, 2007

First registration

Jun 9, 2008

Dual registered

no

Other names

TY FIELDER|MICHAEL FIELDER

IAPD individual key

5134860

• Occurred

  Jun 3, 2026
  Advisor changed firm

  Michael Taylor Fielder left Lpl Financial Llc for Cwm, Llc (registered 2026-05-27)

  Form ADVobserved 4 days ago
• Occurred

  Jan 6, 2025
  Advisor changed firm

  Michael Taylor Fielder left Heritage Oak Wealth Advisors for Lpl Financial Llc (registered 2025-01-17)

  Form ADVobserved 4 days ago
• Occurred

  May 1, 2023
  Advisor changed firm

  Michael Taylor Fielder left Sowell Management for Heritage Oak Wealth Advisors (registered 2023-04-04)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c15c069c-ef72-afd2-2c11-a4f412fe7221

First observed

Jun 9, 2008

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.