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 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Oct 5, 2020

First registration

Mar 2, 2022

Dual registered

no

IAPD individual key

7322098

• Occurred

  Jun 1, 2026
  Advisor changed firm

  Dirk Johannes Coetzee left Lpl Financial Llc for Cwm, Llc (registered 2026-05-18)

  Form ADVobserved 6 days ago
• Occurred

  Aug 10, 2023
  Advisor changed firm

  Dirk Johannes Coetzee left J.P. Morgan Securities Llc for Lpl Financial Llc (registered 2023-08-14)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d9c56dce-eff0-3dd5-0374-35f5cb029a97

First observed

Mar 2, 2022

Last observed

Sep 15, 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.