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John Mitchell Sims

Cwm, LLC

Omaha, NE

Amarillo, TX

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-29
  • TX RA
    APPROVED
    Since 2025-01-29

Branch Locations

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

5101 Lexington Square, Amarillo, TX 79119 • 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
Pri Operating Llc Midland TX 05/2014 07/2021
Hilltop Securities Dallas TX 07/2021 07/2024
Carson Wealth Amarillo TX 07/2024 01/2025
Carson Wealth Amarillo TX 01/2025 Present
Cwm, Llc Omaha NE 01/2025 Present
  • 05/2014 → 07/2021
    Pri Operating Llc
    Midland, TX
  • 07/2021 → 07/2024
    Hilltop Securities
    Dallas, TX
  • 07/2024 → 01/2025
    Carson Wealth
    Amarillo, TX
  • 01/2025 → Present
    Carson Wealth
    Amarillo, TX
  • 01/2025 → Present
    Cwm, Llc
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-13
  • S65 Uniform Investment Adviser Law Examination
    2025-01-13
Other Names
  • Mitchell Sims
  • J. Mitchell Sims

View on SEC IAPD

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