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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-05-20
  • MI RA
    APPROVED
    Since 2025-05-20

Branch Locations

101 West Big Beaver Road Columbia Center Ii, 14Th, Troy, MI 48084 • United States

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

31313 Northwestern Hwy, Ste. 122, Farmington Hills, MI 48334 • 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
Equitable Advisors, Llc Troy MI 06/2021 08/2024
Yanfeng Automotive Interiors Holland MI 01/2020 01/2021
Keller Williams Birmingham MI 03/2019 08/2019
Colliers International Southfield MI 04/2018 08/2018
Unemployed Grosse Pointe Woods MI 02/2021 05/2021
Unemployed Grosse Pointe Woods MI 08/2014 03/2018
Equitable Finl Life Ins Co Troy MI 06/2021 08/2024
J.P. Morgan Securities Llc Clinton Township MI 08/2024 05/2025
Jpmorgan Chase Bank, N.A. Clinton Township MI 08/2024 05/2025
Unemployed Birmingham MI 09/2018 02/2019
Unemployed Birmingham MI 09/2019 12/2019
Cwm, Llc Omaha NE 05/2025 Present
Carson Wealth Farmington Hills MI 05/2025 Present
  • 06/2021 → 08/2024
    Troy, MI
  • 01/2020 → 01/2021
    Yanfeng Automotive Interiors
    Holland, MI
  • 03/2019 → 08/2019
    Keller Williams
    Birmingham, MI
  • 04/2018 → 08/2018
    Colliers International
    Southfield, MI
  • 02/2021 → 05/2021
    Unemployed
    Grosse Pointe Woods, MI
  • 08/2014 → 03/2018
    Unemployed
    Grosse Pointe Woods, MI
  • 06/2021 → 08/2024
    Equitable Finl Life Ins Co
    Troy, MI
  • 08/2024 → 05/2025
    Clinton Township, MI
  • 08/2024 → 05/2025
    Jpmorgan Chase Bank, N.A.
    Clinton Township, MI
  • 09/2018 → 02/2019
    Unemployed
    Birmingham, MI
  • 09/2019 → 12/2019
    Unemployed
    Birmingham, MI
  • 05/2025 → Present
    Omaha, NE
  • 05/2025 → Present
    Carson Wealth
    Farmington Hills, MI
Previous Registrations
Other Businesses

Rental Real Estate Property - 1416 Lakepointe St Landlord Approximately 5 hours per month 0 hours during trading hours 11/22/2022

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-26
  • S66 Uniform Combined State Law Examination
    2021-07-26
Other Names
  • Jack L Williams
  • Jack Williams

View on SEC IAPD

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