Inactive

Alicia M Reed

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Current Employers

Cwm, Llc

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2019-05-06

PA RA
APPROVED

Since 2019-05-06

Branch Locations

208 Conewango Avenue, Warren, PA 16365 • United States

1000 Stonewood Drive Suite 101, Wexford, PA 15090 • 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

Organization	City	State	From	To
Lions Gate Wealth Management	Wexford	PA	09/2011	05/2019
Mid Atlantic Capital Corporation	Wexford	PA	07/2015	05/2019
Mid Atlantic Financial Management, Inc.	Pittsburgh	PA	07/2015	Present
Cwm, Llc	Omaha	NE	05/2019	Present

09/2011 → 05/2019

Lions Gate Wealth Management

Wexford, PA
07/2015 → 05/2019

Mid Atlantic Capital Corporation

Wexford, PA
07/2015 → Present

Mid Atlantic Financial Management, Inc.

Pittsburgh, PA
05/2019 → Present

Cwm, Llc

Omaha, NE

Previous Registrations

2015-07-10 → 2019-10-18

Mid Atlantic Financial Management, Inc.

Wexford, PA

Pittsburgh, PA

Wexford, PA
2011-09-19 → 2015-07-13

Commonwealth Financial Network

Wexford, PA
2010-01-04 → 2011-09-20

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Sewickley, PA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-12-31

S66 Uniform Combined State Law Examination

2009-12-31

View on SEC IAPD

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