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Inactive

Dirk Johannes Coetzee

Cwm, LLC

Omaha, NE

Edmond, OK

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2026-05-18
  • OK RA
    APPROVED
    Since 2026-05-18

Branch Locations

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

17935 N Penn Ave, Ste. 301, Edmond, OK 73012 • 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
Tungsten Wealth Management Edmond OK 05/2026 Present
Super Yachting Industry Majuro 04/2021 08/2021
Equitable Advisors New York NY 01/2021 02/2021
Super Yachting Industry Fort Lauderdale FL 03/2016 04/2020
Jpmorgan Chase Bank, N.A. Edmond OK 12/2021 08/2023
J.P. Morgan Securities Llc Edmond OK 12/2021 08/2023
Unemployed Shawnee OK 05/2020 05/2020
Unemployed Shawnee OK 03/2021 03/2021
Unemployed Shawnee OK 09/2021 11/2021
Equitable Financial Life Insurance Co New York NY 06/2020 02/2021
Lpl Financial Llc Edmond OK 08/2023 05/2026
  • 05/2026 → Present
    Tungsten Wealth Management
    Edmond, OK
  • 04/2021 → 08/2021
    Super Yachting Industry
    Majuro
  • 01/2021 → 02/2021
    Equitable Advisors
    New York, NY
  • 03/2016 → 04/2020
    Super Yachting Industry
    Fort Lauderdale, FL
  • 12/2021 → 08/2023
    Jpmorgan Chase Bank, N.A.
    Edmond, OK
  • 12/2021 → 08/2023
    J.P. Morgan Securities Llc
    Edmond, OK
  • 05/2020 → 05/2020
    Unemployed
    Shawnee, OK
  • 03/2021 → 03/2021
    Unemployed
    Shawnee, OK
  • 09/2021 → 11/2021
    Unemployed
    Shawnee, OK
  • 06/2020 → 02/2021
    Equitable Financial Life Insurance Co
    New York, NY
  • 08/2023 → 05/2026
    Lpl Financial Llc
    Edmond, OK
Previous Registrations
Other Businesses

1) 08/2023 - Tungsten Wealth Management, LLC / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-05
  • S66 Uniform Combined State Law Examination
    2020-10-05
Designations

View on SEC IAPD

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