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Erin Sigur Sibley

Cwm, LLC

Omaha, NE

Baton Rouge, LA

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-03-13
TX RA APPROVED 2023-03-13
  • LA RA
    APPROVED
    Since 2023-03-13
  • TX RA
    APPROVED
    Since 2023-03-13

Branch Locations

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

8280 Ymca Plaza Drive , Bldg 4, Baton Rouge, LA 70810 • 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
Raymond James Financial Services, Inc Baton Rouge LA 08/2011 03/2023
Shobe & Associates, Inc. - The Shobe Financial Group Baton Rouge LA 12/2010 05/2023
Financial Benefits, Inc. Baton Rouge LA 12/2010 05/2023
Cetera Wealth Services, Llc El Segundo CA 03/2023 Present
Cwm, Dba Carson Partners - Crd # 155344 Baton Rouge LA 03/2023 Present
Cwm, Llc Dba Carson Group Holdings Baton Rouge LA 03/2023 Present
Cwm, Llc Dba Carson Wealth-The Shobe Financial Group Baton Rouge LA 03/2023 Present
Sweet Elizabeth Cake Designs, Llc Prairieville LA 02/2010 Present
  • 08/2011 → 03/2023
    Raymond James Financial Services, Inc
    Baton Rouge, LA
  • 12/2010 → 05/2023
    Shobe & Associates, Inc. - The Shobe Financial Group
    Baton Rouge, LA
  • 12/2010 → 05/2023
    Financial Benefits, Inc.
    Baton Rouge, LA
  • 03/2023 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 03/2023 → Present
    Cwm, Dba Carson Partners - Crd # 155344
    Baton Rouge, LA
  • 03/2023 → Present
    Cwm, Llc Dba Carson Group Holdings
    Baton Rouge, LA
  • 03/2023 → Present
    Cwm, Llc Dba Carson Wealth-The Shobe Financial Group
    Baton Rouge, LA
  • 02/2010 → Present
    Sweet Elizabeth Cake Designs, Llc
    Prairieville, LA
Previous Registrations
  • 2012-01-04 → 2023-05-11
    The Shobe Financial Group
    Baton Rouge, LA
Other Businesses

1. NAME OF OTHER BUSINESS: CWM, DBA CARSON PARTNERS - CRD # 155344 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 ADDITIONA ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR START DATE: 3/2023 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: WILL BE PROVIDING ADVISORY SERVICES TO CLIENTS WHEN NEEDED; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 4/2013 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION O DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG-TERM CARE; 3. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP HOLDINGS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 3/2023POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: WILL BE PROVIDING ADVISORY AND BROKERAGE SERVICES TO CLIENTS WHEN NEEDED; 4. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON WEALTH-THE SHOBE FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANC SERVICES POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR START DATE: 3/2023 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADI HOURS: 32 BRIEF DESCRIPTION OF DUTIES: WILL BE PROVIDING ADVISORY AND BROKERAGE SERVICES TO CLIENTS WHEN NEEDED; 5. NAME OF OTHER BUSINESS SWEET ELIZABETH CAKE DESIGNS, LLC INVESTMENT RELATED: NO ADDRESS: 42353 LAKESTONE DRIVE, PRAIRIEVILLE, LA 70769 NATURE OF BUSINESS: CAKE COMPANY START DATE: 2/2010 POSITION/TITLE/RELATIONSHIP: BOOKKEEPER APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: MAINTAIN QUICKBOOKS, RUN PAYROLL, FILE SALES TAXES;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-11
  • S66 Uniform Combined State Law Examination
    2011-11-11
Designations
Other Names
  • Erin Michele Sigur

View on SEC IAPD

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