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Advisor at CWM, LLC
Wasilla, AK | Sarasota, FL | 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 | Sep 23, 2025 | n/a | yes | Sarasota, FL|OMAHA, NE|Wasilla, AK | Current employment |
| SHILANSKI & ASSOCIATES, INC. | Former SEC adviser | May 30, 2017 | Dec 31, 2025 | no | Sarasota, FL|ANCHORAGE, AK | Previous registration |
| SUMMIT FINANCIAL GROUP INC | Former SEC adviser | Jan 19, 2001 | Oct 9, 2018 | no | SARASOTA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SHILANSKI & ASSOCIATES, INC. | CWM, LLC | Dec 31, 2025 | Sep 23, 2025 | -99 | Firm change after gap | RIA to ibd |
| SUMMIT FINANCIAL GROUP INC | SHILANSKI & ASSOCIATES, INC. | Oct 9, 2018 | May 30, 2017 | -497 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 116431:155344:AK:2025-12-31 | Dec 31, 2025 | Sep 23, 2025 | ANCHORAGE, AK | Firm change after gap |