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Torrey Pine

Cwm, LLC

Omaha, NE

Scottsdale, AZ

CRD 7214577

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Employer firm

Cwm, LLC CRD 155344

$50.6B regulatory AUM 248 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS

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

Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-07-31
  • AZ RA
    APPROVED
    Since 2023-07-31

Branch Locations

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

4800 N Scottsdale Rd, Ste 1900, Scottsdale, AZ 85251 • 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
Chapman University Orange County CA 08/2015 05/2017
Full Time Education - Studies (Kaplan) Scottsdale AZ 06/2019 06/2021
Integrated Wealth Management Scottsdale AZ 07/2021 04/2023
University Of Sydney Sydney 06/2017 12/2017
Chapman University Orange County CA 01/2017 05/2019
Integrated Wealth Management Scottsdale AZ 04/2023 08/2023
Cwm, Llc Omaha NE 04/2023 Present
Carson Wealth Scottsdale AZ 08/2023 02/2026
Carson Wealth Scottsdale AZ 02/2026 Present
  • 08/2015 → 05/2017
    Chapman University
    Orange County, CA
  • 06/2019 → 06/2021
    Full Time Education - Studies (Kaplan)
    Scottsdale, AZ
  • 07/2021 → 04/2023
    Integrated Wealth Management
    Scottsdale, AZ
  • 06/2017 → 12/2017
    University Of Sydney
    Sydney
  • 01/2017 → 05/2019
    Chapman University
    Orange County, CA
  • 04/2023 → 08/2023
    Integrated Wealth Management
    Scottsdale, AZ
  • 04/2023 → Present
    Cwm, Llc
    Omaha, NE
  • 08/2023 → 02/2026
    Carson Wealth
    Scottsdale, AZ
  • 02/2026 → Present
    Carson Wealth
    Scottsdale, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-08
  • S65 Uniform Investment Adviser Law Examination
    2023-04-08
Designations
  • Certified Financial Planner
Other Names
  • Torrey M Pine

View on SEC IAPD

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