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Inactive

Mark Jackson

Cwm, LLC

Westport, CT

Omaha, NE

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-02-05
  • CT RA
    APPROVED
    Since 2024-02-05

Branch Locations

257 Riverside Ave, 1St Floor, Westport, CT 06880 • United States

14600 Branch St., Omaha, NE 68154 • 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
Gold Family Wealth Westport CT 10/2022 01/2025
Gold Family Wealth Westport CT 09/2021 09/2022
Excel Partners Norwalk CT 02/2021 08/2021
Excel Partners Norwalk CT 10/2019 07/2020
Unemployed Stamford CT 08/2020 01/2021
High Rise Basketball Stamford CT 02/2017 03/2020
Church Of The Archangels Stamford CT 09/2017 04/2019
Church Of The Archangels Stamford CT 05/2013 08/2017
Cwm, Llc Omaha NE 11/2023 Present
Gold Family Wealth Westport CT 01/2025 Present
  • 10/2022 → 01/2025
    Gold Family Wealth
    Westport, CT
  • 09/2021 → 09/2022
    Gold Family Wealth
    Westport, CT
  • 02/2021 → 08/2021
    Excel Partners
    Norwalk, CT
  • 10/2019 → 07/2020
    Excel Partners
    Norwalk, CT
  • 08/2020 → 01/2021
    Unemployed
    Stamford, CT
  • 02/2017 → 03/2020
    High Rise Basketball
    Stamford, CT
  • 09/2017 → 04/2019
    Church Of The Archangels
    Stamford, CT
  • 05/2013 → 08/2017
    Church Of The Archangels
    Stamford, CT
  • 11/2023 → Present
    Cwm, Llc
    Omaha, NE
  • 01/2025 → Present
    Gold Family Wealth
    Westport, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-05
  • S65 Uniform Investment Adviser Law Examination
    2024-02-05

View on SEC IAPD

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