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Robert Patrick Taylor

Cwm, LLC

Franklin Lakes, NJ

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2015-11-30
  • NJ RA
    APPROVED
    Since 2015-11-30

Branch Locations

795 Franklin Avenue Bldg C, Ste 202, Franklin Lakes, NJ 07417 • 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
Lpl Financial Llc Franklin Lakes NJ 03/2015 01/2017
Cwm, Llc Omaha NE 06/2015 Present
Taylor Financial Group Franklin Lakes NJ 03/2015 01/2025
Carson Wealth Franklin Lakes NJ 01/2025 Present
  • 03/2015 → 01/2017
    Lpl Financial Llc
    Franklin Lakes, NJ
  • 06/2015 → Present
    Cwm, Llc
    Omaha, NE
  • 03/2015 → 01/2025
    Taylor Financial Group
    Franklin Lakes, NJ
  • 01/2025 → Present
    Carson Wealth
    Franklin Lakes, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-11-20
  • S65 Uniform Investment Adviser Law Examination
    2015-11-20
Other Names
  • Robert Patrick Taylor

View on SEC IAPD

Other Firms

CEREUS FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
J.P. MORGAN SECURITIES LLC
IAM ADVISORY LLC

Other Investors

Michael Thomas Dunne
DAVID J HAAS
Dominique Ashley Vitalis
David Isaac Fuchs
CAROLINE BAY TAYLOR
GREG A SCHULTHEIS
DEBRA HELEN TAYLOR
PAUL LUCIAN GABBIANELLI

Other Offices

CEREUS FINANCIAL ADVISORS, LLC · FRANKLIN LAKES, NJ
CWM, LLC · FRANKLIN LAKES, NJ
LPL FINANCIAL LLC · FRANKLIN LAKES, NJ
STATE FARM INVESTMENT MANAGEMENT CORP. · FRANKLIN LAKES, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAKLAND, NJ
CETERA INVESTMENT ADVISERS LLC · OAKLAND, NJ
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · OAKLAND, NJ
CETERA INVESTMENT ADVISERS LLC · WYCKOFF, NJ

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