DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Olivia Denise Payne

Cwm, LLCBD affiliatedAtlanta, Ga IA-onlyIAPD 7208239

Certified Financial Planner

Feed of 09/14/2026

Also filed as Olivia D Payne

At current firm

0 y

since Aug 17, 2026

In the industry

10 y

since Jun 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cwm, LLC BD affiliated current
since Aug 17, 2026 · Omaha, Ne
Northwestern Mutual Investment Services,LLC no RAUM
Jun 13, 2025 to Aug 20, 2026 · Atlanta, Ga
Cetera Investment Advisers LLC BD affiliated
Sep 27, 2024 to Apr 30, 2025 · Santa Clarita, Ca
Tamar Securities, LLC independent RIA
Jun 1, 2023 to Sep 18, 2023 · Woodland Hills, Ca
Morton Wealth independent RIA
Mar 2, 2020 to Apr 18, 2023 · Calabasas, Ca

Moves

a registration end followed by a registration begin elsewhere

Northwestern Mutual Investment Services,LLC to Cwm, LLC
left Aug 20, 2026, registered Aug 17, 2026 (-3 days) · Other · moved with a team
Cetera Investment Advisers LLC to Northwestern Mutual Investment Services,LLC
left Apr 30, 2025, registered Jun 13, 2025 (44 days) · Other
Tamar Securities, LLC to Cetera Investment Advisers LLC
left Sep 18, 2023, registered Sep 27, 2024 (375 days) · RIA to affiliated broker-dealer or bank
Morton Wealth to Tamar Securities, LLC
left Apr 18, 2023, registered Jun 1, 2023 (44 days) · RIA to RIA

Signals

Olivia Denise Payne left Northwestern Mutual Investment Services,Llc for Cwm, Llc (registered 2026-08-17)
Aug 20, 2026 · Advisor changed firm · fact
Olivia Denise Payne left Cetera Investment Advisers Llc for Northwestern Mutual Investment Services,Llc (registered 2025-06-13)
Apr 30, 2025 · Advisor changed firm · fact
Olivia Denise Payne left Tamar Securities, Llc for Cetera Investment Advisers Llc (registered 2024-09-27)
Sep 18, 2023 · Advisor changed firm · fact
Olivia Denise Payne left Morton Wealth for Tamar Securities, Llc (registered 2023-06-01)
Apr 18, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address