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Inactive

Kevin Oleszewski

Cwm, LLC

Vineland, NJ

Doylestown, PA

Omaha, NE

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-03-15
PA RA APPROVED 2024-03-07
  • NJ RA
    APPROVED
    Since 2024-03-15
  • PA RA
    APPROVED
    Since 2024-03-07

Branch Locations

Vineland, NJ • United States

215 Farm Lane, Doylestown, PA 18901 • United States

14600 Branch St., Omaha, NE 68154 • 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
Wells Fargo Advisors Llc Vineland NJ 02/2014 11/2016
Wells Fargo Clearing Services, Llc Vineland NJ 11/2016 06/2017
Cwm, Llc Omaha NE 10/2021 03/2023
Pnc Bank Pittsburgh PA 07/2017 10/2021
Wealth Enhancement Advisory Services Vineland NJ 03/2023 03/2024
Wealth Enhancement Group Vineland NJ 03/2023 03/2024
Carson Wealth Doylestown PA 03/2024 Present
Cwm, Llc Omaha NE 03/2024 Present
  • 02/2014 → 11/2016
    Wells Fargo Advisors Llc
    Vineland, NJ
  • 11/2016 → 06/2017
    Vineland, NJ
  • 10/2021 → 03/2023
    Omaha, NE
  • 07/2017 → 10/2021
    Pnc Bank
    Pittsburgh, PA
  • 03/2023 → 03/2024
    Wealth Enhancement Advisory Services
    Vineland, NJ
  • 03/2023 → 03/2024
    Wealth Enhancement Group
    Vineland, NJ
  • 03/2024 → Present
    Carson Wealth
    Doylestown, PA
  • 03/2024 → Present
    Omaha, NE
Previous Registrations
Other Businesses

ATLANTIC CAPE COMMUNITY COLLEGE, NOT INV RELATED, MAYS LANDING, NJ. START: 8/27/16, 16 HOURS/MONTH, 0 DURING TRADING, SR ADJUNCY PROFESSOR OF BUSINESS IMMACULATA UNIVERSITY, NOT INV RELATED, IMMACULATA PA START: 8/31/2021, 8 HOURS/MONTH 0 DURING TRADING, I TEACH ACCOUNTING AND FINANCE COURSES AMERICAN COLLEGE, NOT INV RELATED, VINELAND NJ START: 8/31/2018, 8 HOURS/MONTH 0 DURING TRADING, ADJUNCT PROFESSOR ATLANTIC CAPE COMMUNITY COLLEGE, NOT INV RELATED, VINELAND NJ START: 8/31/2018, 0 HOURS/MONTH 0 DURING TRADING, SR ADJUNCT PROFESSOR OF BUSINESS IRS, ENROLLED AGENT DESIGNATION, NOT INV RELATED, VINELAND NJ. START: 01/01/20, 0 HOURS/MONTH, 0 DURING TRADING, TAX PREPERATION FOR FAMILY AND CLOSE FRIENDS OLESZEWSKI REALTY, NOT INV RELATED, OCEAN CITY NJ. START: 01/01/23, 2 HOURS/MONTH, 0 DURING TRADING, RENTAL PROPERTY OWNER

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-02-07
  • S66 Uniform Combined State Law Examination
    2013-02-07
Designations
Other Names
  • Kevin John Oleszewski
  • Kevin J Oleszewski

View on SEC IAPD

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