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Brady Vance Bell

Cwm, LLC

Omaha, NE

Southlake, TX

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-29
  • TX RA
    APPROVED
    Since 2025-09-29

Branch Locations

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

601 State Street, Ste. 425, Southlake, TX 76092 • 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
Charles Schwab & Co., Inc. Westlake TX 07/2020 09/2025
Simmons Bank Fort Worth TX 06/2019 08/2019
Miramont Country Club Bryan TX 01/2018 07/2020
Bridlewood Golf Club Flower Mound TX 05/2017 08/2017
Trophy Club Country Club Trophy Club TX 05/2017 01/2018
Texas A&M University College Station TX 08/2016 05/2017
Cwm, Llc Dba Carson Partners Bedford TX 09/2025 Present
Cetera Wealth Services, Llc El Segundo CA 09/2025 Present
  • 07/2020 → 09/2025
    Westlake, TX
  • 06/2019 → 08/2019
    Simmons Bank
    Fort Worth, TX
  • 01/2018 → 07/2020
    Miramont Country Club
    Bryan, TX
  • 05/2017 → 08/2017
    Bridlewood Golf Club
    Flower Mound, TX
  • 05/2017 → 01/2018
    Trophy Club Country Club
    Trophy Club, TX
  • 08/2016 → 05/2017
    Texas A&M University
    College Station, TX
  • 09/2025 → Present
    Cwm, Llc Dba Carson Partners
    Bedford, TX
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
Previous Registrations
Other Businesses

NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON PARTNERS 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 ADDITIONAL ADVISORY SERVICES. POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR START DATE: 09/2025 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER ADVISORY SERVICES TO MY CLIENTS IN MY CAPACITY AS AN ADVISOR. 2. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON WEALTH INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 09/2025 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 3. NAME OF OTHER BUSINESS: ARMSTRONG-PURSELLEY WEALTH MANAGEMENT GROUP, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 09/2025 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: DBA FOR PAYROLL PURPOSES

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-07
S63 Uniform Securities Agent State Law Examination 2021-06-29
  • S66 Uniform Combined State Law Examination
    2022-07-07
  • S63 Uniform Securities Agent State Law Examination
    2021-06-29
Other Names
  • Brady Bell

View on SEC IAPD

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