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Brian Patrick Rorick

Cwm, LLC

Englewood, CO

Omaha, NE

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Current Employers
Cwm, Llc

14600 Branch St., Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-07-09
TX RA APPROVED 2025-07-08
  • CO RA
    APPROVED
    Since 2025-07-09
  • TX RA
    APPROVED
    Since 2025-07-08

Branch Locations

9635 Maroon Circle, Ste. 440, Englewood, CO 80112 • United States

14600 Branch St., Omaha, NE 68154 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aveo Capital Partners, Llc Englewood CO 07/2011 10/2025
Stephen A. Kohn & Associates, Ltd. Lakewood CO 07/2011 07/2025
Axcent Private Capital, Llc Englewood CO 11/2016 10/2025
Dmk Advisor Group, Inc. Englewood CO 07/2011 07/2025
Cwm, Llc Omaha NE 07/2025 Present
Carson Wealth Englewood CO 07/2025 Present
  • 07/2011 → 10/2025
    Aveo Capital Partners, Llc
    Englewood, CO
  • 07/2011 → 07/2025
    Stephen A. Kohn & Associates, Ltd.
    Lakewood, CO
  • 11/2016 → 10/2025
    Axcent Private Capital, Llc
    Englewood, CO
  • 07/2011 → 07/2025
    Dmk Advisor Group, Inc.
    Englewood, CO
  • 07/2025 → Present
    Omaha, NE
  • 07/2025 → Present
    Carson Wealth
    Englewood, CO
Previous Registrations
Other Businesses

NAME OF BUSINESS: Organic Vines, LLC NATURE: Agriculture START: 01/01/2019 POSITION: CEO APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Management NAME OF BUSINESS: Chesterton Academy of Our Lady of Victory NATURE: Charitable START: 09/01/2024 POSITION: Board Member APPX. HRS/MONTH: 2 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Board member NAME OF BUSINESS: Photobucket, LLC NATURE: Online photo storage and sharing software as a service. START: 11/5/2019 POSITION: Minority owner APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: I am a passive owner, with no voting control and active participation in the business. This is just a private equity investment. NAME OF BUSINESS: GH Fund I Management, LLC NATURE: Axcent Greenhouse Fund which is currently in the process of liquidating its only asset - an equity position in Organic Vines LLC. START: 05/22/2017 POSITION: Manager APPX. HRS/MONTH: 3 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Manager NAME OF BUSINESS: ACA Holdings LLC NATURE: Holding company START: 7/15/2011 POSITION: Manager APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Manager stocks

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-06-27
  • S66 Uniform Combined State Law Examination
    2002-06-27
Designations

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