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Inactive

Adam Dandis

Cwm, LLC

Omaha, NE

Engelwood, CO

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-06-26
  • CO RA
    APPROVED
    Since 2026-06-26

Branch Locations

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

9635 Maroon Circle, Ste. 440, Engelwood, CO 80112 • 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
Fidelity Investments Denver CO 07/2021 02/2023
Cellular Sales - Verizon Denver CO 03/2021 07/2021
Richland College Dallas TX 01/2019 05/2021
Rodeo Goat Ltd Plano TX 10/2019 03/2021
Ups Dallas TX 10/2019 02/2020
Advanced Sprinklers And Irrigation Plano TX 05/2019 08/2019
Plano Rentals Llc- Avis And Budget Plano TX 08/2016 03/2019
Wilson Irrigation Austin TX 04/2018 07/2018
Austin Community College Austin TX 01/2018 05/2018
Ibc Bank Austin TX 06/2017 04/2018
Empower Financial Services, Inc Greenwood Village CO 04/2023 12/2023
Whole Foods Littleton CO 03/2023 04/2023
Aveo Capital Partners Englewood CO 02/2024 07/2025
Home Maker Roxborough CO 12/2023 02/2024
Dmk Advisor Group Inc Lutz FL 04/2024 07/2025
Carson Wealth Engelwood CO 07/2025 Present
Cwm, Llc Omaha NE 07/2025 Present
  • 07/2021 → 02/2023
    Fidelity Investments
    Denver, CO
  • 03/2021 → 07/2021
    Cellular Sales - Verizon
    Denver, CO
  • 01/2019 → 05/2021
    Richland College
    Dallas, TX
  • 10/2019 → 03/2021
    Rodeo Goat Ltd
    Plano, TX
  • 10/2019 → 02/2020
    Ups
    Dallas, TX
  • 05/2019 → 08/2019
    Advanced Sprinklers And Irrigation
    Plano, TX
  • 08/2016 → 03/2019
    Plano Rentals Llc- Avis And Budget
    Plano, TX
  • 04/2018 → 07/2018
    Wilson Irrigation
    Austin, TX
  • 01/2018 → 05/2018
    Austin Community College
    Austin, TX
  • 06/2017 → 04/2018
    Ibc Bank
    Austin, TX
  • 04/2023 → 12/2023
    Empower Financial Services, Inc
    Greenwood Village, CO
  • 03/2023 → 04/2023
    Whole Foods
    Littleton, CO
  • 02/2024 → 07/2025
    Aveo Capital Partners
    Englewood, CO
  • 12/2023 → 02/2024
    Home Maker
    Roxborough, CO
  • 04/2024 → 07/2025
    Dmk Advisor Group Inc
    Lutz, FL
  • 07/2025 → Present
    Carson Wealth
    Engelwood, CO
  • 07/2025 → Present
    Cwm, Llc
    Omaha, NE
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-05-19
  • S63 Uniform Securities Agent State Law Examination
    2023-05-19
Designations

View on SEC IAPD

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