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

Jan 19, 1981earliest registration or exam on IAPD

Years in industry

45derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Designations

Chartered Financial Consultant

Exams

S63

First exam

Jan 19, 1981

First registration

Jul 19, 2012

Dual registered

no

IAPD individual key

729100

• Occurred

  Jan 2, 2025
  Advisor changed firm

  Bryan James Sweet left Sweet Financial Partners, Llc for Cwm, Llc (registered 2024-10-07)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d996e902-0d73-686e-cf83-8bd54d4e95d8

First observed

Jul 19, 2012

Last observed

Sep 14, 2026 6 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.