Michele Mardanes

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Lebanon, NH
• 11/2016 → 07/2023
  Wells Fargo Clearing Services, Llc
  Lebanon, NH
• 07/2023 → 07/2026
  Wells Fargo Advisors Financial Network, Llc
  Lebanon, NH
• 07/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2026 → Present
  Cwm, Llc Dba Carson Group Holdings
  Lebanon, NH
• 07/2026 → Present
  Cwm, Llc Dba Carson Partners
  Lebanon, NH
• 07/2023 → Present
  Doyle And Loughman Wealth Management Group, Llc
  Lebanon, NH

Previous Registrations

• 2023-07-13 → 2026-08-05
  Wells Fargo Advisors Financial Network, Llc
  Lebanon, NH
• 2008-01-01 → 2023-07-13
  Wells Fargo Clearing Services, Llc
  Lebanon, NH
• 2002-09-06 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Lebanon, NH
  St. Louis, MO
  Lebanon, NH

Other Businesses

1. NAME OF OTHER BUSINESS: Doyle & Loughman Wealth Management Group INVESTMENT RELATED: Yes ADDRESS: same as registered location NATURE OF BUSINESS: DBA for financial services START DATE: 07/2023 POSITION/TITLE/RELATIONSHIP: Wealth Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: providing brokerage and advisory advice to clients when needed; 2. NAME OF OTHER BUSINESS: CWM, LLC DBA Carson Group Holdings INVESTMENT RELATED: Yes ADDRESS: same as registered location NATURE OF BUSINESS: Financial Planning and Wealth Management START DATE: 07/2026 POSITION/TITLE/RELATIONSHIP: Wealth Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: providing brokerage and advisory services to clients when needed; 3. NAME OF OTHER BUSINESS: CWM, LLC dba Carson Partners INVESTMENT RELATED: Yes ADDRESS: same as registered location NATURE OF BUSINESS: RIA START DATE: 07/2026 POSITION/TITLE/RELATIONSHIP: Wealth Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: providing brokerage and advisory assistance to clients as needed; 4. NAME OF OTHER BUSINESS: Notary Services INVESTMENT RELATED: No ADDRESS: same as registered location NATURE OF BUSINESS: Notary services START DATE: 05/2026 POSITION/TITLE/RELATIONSHIP: Notary APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: provide notary services to clients as needed;

Exams

• S66 Uniform Combined State Law Examination
  2002-09-05

Other Names

• Michele Ann Therriault
• Michele Ann Mardanes