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Hanna M Sheppard

Cwm, LLC

Omaha, NE

Hauppauge, NY

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-07-09
  • NY RA
    APPROVED
    Since 2026-07-09

Branch Locations

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

140 Adams Avenue Suite B-12, Hauppauge, NY 11788 • 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
Morgan Stanley Melville NY 05/2020 03/2025
Heritage Appraisal Services, Inc. Brookhaven NY 05/2016 11/2019
Perfumania Inc. Bellport NY 11/2019 03/2020
The Wealth Alliance, Llc Melville NY 04/2025 06/2026
Purshe Kaplan Sterling Investments Albany NY 05/2025 06/2026
Cwm, Llc Omaha NE 07/2026 Present
Mitlin Financial Hauppauge NY 07/2026 Present
  • 05/2020 → 03/2025
    Morgan Stanley
    Melville, NY
  • 05/2016 → 11/2019
    Heritage Appraisal Services, Inc.
    Brookhaven, NY
  • 11/2019 → 03/2020
    Perfumania Inc.
    Bellport, NY
  • 04/2025 → 06/2026
    The Wealth Alliance, Llc
    Melville, NY
  • 05/2025 → 06/2026
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 07/2026 → Present
    Cwm, Llc
    Omaha, NE
  • 07/2026 → Present
    Mitlin Financial
    Hauppauge, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-14
  • S66 Uniform Combined State Law Examination
    2021-05-14
Other Names
  • Hanna Sheppard

View on SEC IAPD

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