Brian Wesley Armstrong

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2008 → 09/2018
  First Financial Equity Corporation
  Scottsdale, AZ
• 09/2018 → Present
  Cwm, Llc
  Omaha, NE
• 09/2018 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 12/2017 → Present
  Armstrong Purselley Wealth Management Group
  Bedford, TX
• 12/2017 → 06/2023
  Apw Group Management, Llc
  Bedford, TX
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2008-02-15 → 2018-09-04
  Ffec Wealth Partners Llc
  Addison, TX
  Scottsdale, AZ
  Fort Worth, TX
  Bedford, TX
  Addison, TX
  Cleburne, TX
  Burleson, TX
• 2005-08-18 → 2008-03-14
  Rosenthal Advisory Services, L.P.
  Fort Worth, TX
  Dallas, TX
  Irving, TX
• 2007-12-10 → 2008-02-19
  National Planning Corporation
  Forth Worth, TX
  Dallas, TX
  Irving, TX

Other Businesses

(1) NAME OF BUSINESS: CWM, LLC DBA CARSON GROUP PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES. POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE START DATE: 7/2018 APX # OF HOURS PER WEEK: 40; DURING TRADING HOURS: 32.5 DESCRIPTION OF DUTIES: REGISTERED REPRESENTATIVE DUTIES (2) NAME OF BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 7/2018 APX # OF HOURS PER WEEK: 2; DURING TRADING HOURS: MINIMAL POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES, AND LONG TERM CARE (3) NAME OF BUSINESS: 08 HOLDINGS, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: COMMERCIAL BUILDING OWNERSHIP START DATE: 7/2018 POSITION/TITLE/RELATIONSHIP: OWNER/PARTNER APX # OF HOURS PER WEEK: MINIMAL; DURING TRADING HOURS: MINIMAL DESCRIPTION OF DUTIES: OWNER/PARTNER (4) NAME OF BUSINESS: CWM, LLC DBA CARSON GROUP PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: PROVIDING ADVISORY SERVICES THROUGH CARSON PLATFORM START DATE: 9/2018 POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR APX # OF HOURS PER WEEK 40; DURING TRADING HOURS: 32.5 DESCRIPTION OF DUTIES: PROVIDING ADVISORY SERVICES (5) NAME OF OTHER BUSINESS: ARMSTRONG PURSELLEY WEALTH MANAGEMENT GROUP, LLC ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 06/2023; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; (6) NAME OF BUSINESS: ARMSTRONG PURSELLEY HOLDING, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: HOLDING COMPANY START DATE: 03/2019 POSITION/TITLE/RELATIONSHIP: PARTNER LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS DESCRIPTION OF DUTIES: HOLDING COMPANY FOR OTHER OWNED ORGANIZATION ; (7) NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON WEALTH MANAGEMENT ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 06/2023; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2001-02-06
• S63 Uniform Securities Agent State Law Examination
  1998-05-22

Designations

• Certified Financial Planner