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 23, 1987earliest registration or exam on IAPD

Years in industry

39derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Jul 23, 1987

First registration

Sep 15, 1997

Dual registered

no

Other names

ALAN RUSSELL HODGSON|Russel Hodgson

IAPD individual key

1695013

• Occurred

  Jun 13, 2024
  Advisor changed firm

  Alan Russel Hodgson left Ars Investment Advisors, Inc. for Cwm, Llc (registered 2024-01-02)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:dc862df6-3cc0-bcce-7024-9a73af4bef85

First observed

Sep 15, 1997

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.