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Melissa Carole Mitchell

Cwm, LLC

Milton, GA

Omaha, NE

Alpharetta, GA

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-10-31
  • GA RA
    APPROVED
    Since 2023-10-31

Branch Locations

12640 Crabapple Road, Milton, GA 30004 • United States

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

Alpharetta, GA • 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
Main Street Fg, Llc Milton GA 04/2021 01/2026
Forsyth County Parks & Recreation Cumming GA 01/2016 03/2021
Woodbury Financial Services Inc Milton GA 07/2022 10/2023
Cwm, Llc Omaha NE 10/2023 Present
Cetera Wealth Services, Llc El Segundo CA 10/2023 03/2026
Carson Wealth Milton GA 01/2026 Present
  • 04/2021 → 01/2026
    Main Street Fg, Llc
    Milton, GA
  • 01/2016 → 03/2021
    Forsyth County Parks & Recreation
    Cumming, GA
  • 07/2022 → 10/2023
    Woodbury Financial Services Inc
    Milton, GA
  • 10/2023 → Present
    Cwm, Llc
    Omaha, NE
  • 10/2023 → 03/2026
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 01/2026 → Present
    Carson Wealth
    Milton, GA
Previous Registrations
  • 2022-10-03 → 2023-11-01
    Woodbury Financial Services, Inc.
    Milton, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-29
  • S66 Uniform Combined State Law Examination
    2022-09-29
Other Names
  • Melissa Carole King

View on SEC IAPD

Other Firms

BLUECHIP WEALTH ADVISORS LLC
BERKELEY CAPITAL PARTNERS, LLC
CETERA INVESTMENT ADVISERS LLC
ARKOS GLOBAL ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
JAMISON PRIVATE WEALTH MANAGEMENT, INC.
RICH & COMPANY LLC
EDWARD JONES

Other Investors

KEVIN LAMAR RAINWATER
DAVID MITCHEL SMITH
BEAU HUNTER DAVIS
MARCUS ALAN ASHWORTH
JESSICA RENEE VICKERY
John Cronin
MICHAEL DEWAYNE BROWN
ANTHONY FRANCIS PALAZZO

Other Offices

BLUECHIP WEALTH ADVISORS LLC · MILTON, GA
BERKELEY CAPITAL PARTNERS, LLC · MILTON, GA
CETERA INVESTMENT ADVISERS LLC · MILTON, GA
ARKOS GLOBAL ADVISORS, LLC · Milton, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Milton, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Milton, GA
CWM, LLC · Milton, GA
JAMISON PRIVATE WEALTH MANAGEMENT, INC. · MILTON, GA

More in Milton, GA

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