Shane Heizer

Current Employers

Cwm, Llc

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

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2020-06-16

MD RA
APPROVED

Since 2020-06-16

Branch Locations

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

19833 Leitersburg Pike Suite 1, Hagerstown, MD 21742 • 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
Middletown Valley Bank	Hagerstown	MD	06/2018	01/2020
Loyola University Maryland (Student)	Baltimore	MD	08/2013	05/2018
Cwm, Llc	Omaha	NE	01/2020	Present
Carson Wealth	Hagerstown	MD	01/2020	Present

06/2018 → 01/2020

Middletown Valley Bank

Hagerstown, MD
08/2013 → 05/2018

Loyola University Maryland (Student)

Baltimore, MD
01/2020 → Present

Cwm, Llc

Omaha, NE
01/2020 → Present

Carson Wealth

Hagerstown, MD

Other Businesses

NAME OF BUSINESS: A to Z Partner Holdings, LLC NATURE: Real Estate Holding Company START: 04/01/2021 POSITION: Member APPX. HRS/MONTH: 10 PERCENTAGE HRS/MONTH DURING TRADING HOURS: <1 DUTIES: Membership duties

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-06-16

S65 Uniform Investment Adviser Law Examination

2020-06-16