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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-16 |
| IL | RA | APPROVED | 2025-09-15 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
220 N Smith St Ste 406, Palatine, IL 60067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gcd Advisors, Llc | Deerfield | IL | 02/1997 | Present |
| Cwm, Llc | Omaha | NE | 09/2025 | Present |
| Carson Wealth | Palatine | IL | 09/2025 | Present |
1)GROSSMAN COHEN & DIAMOND INC 544 Lakeview Parkway, #100 Vernon Hills, IL 60061; NATURE OF BUSINESS = CPA ACCOUNTING FIRM AND REGISTERED INVESTMENT ADVISOR; POSITION - PARTNER; NOT INVESTMENT RELATED; START DATE JUNE 1997; DEVOTES 40 HOURS PER WEEK NONE DURING TRADING HOURS; COMPENSATION - 50% OF ALL PROFITS; DUTIES - ACCOUNTING, TAX & ADMINISTRATION. SPEND 40% OF TIME AS A CPA, 60% AS AN RIA. MANAGING MEMBER OF A FULL SERVICE CPA FIRM
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-11-18 |
| S65 | Uniform Investment Adviser Law Examination | 2004-01-16 |
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