Chad Michael Marriott

Current Employers

Employment History

• 05/2017 → 04/2018
  Oneaz Credit Union
  Phoenix, AZ
• 09/2016 → 02/2017
  State Employees' Credit Union
  Hillsborough, NC
• 06/2016 → 09/2016
  Unemployed
  Durham, NC
• 08/2018 → 06/2020
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 01/2017 → 07/2018
  Washington State University
  Pullman, WA
• 10/2020 → 05/2021
  Pangea Wealth
  Scottsdale, AZ
• 10/2020 → 12/2021
  Cetera Advisor Networks
  El Segundo, CA
• 08/2018 → 07/2020
  Vanguard Marketing Corporation
  Malvern, PA
• 05/2021 → 03/2022
  Carson Wealth
  Gilbert, AZ
• 03/2022 → 06/2024
  Cwm, Llc
  Omaha, NE
• 03/2022 → 06/2024
  Carson Wealth
  Gilbert, AZ
• 06/2024 → 10/2024
  Unemployed
  Phoenix, AZ
• 10/2024 → 03/2025
  Rfc Financial Planners
  Ann Arbor, MI
• 11/2024 → Present
  Cwm, Llc Dba Carson Partners
  Ann Arbor, MI
• 08/2020 → 10/2020
  Unemployed
  Phoenix, AZ
• 03/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 10/2024 → Present
  Rlw Wealth Advisors, Llc
  Ann Arbor, MI
• 11/2024 → 03/2025
  Cetera Advisor Networks, Llc.
  El Segundo, CA

Previous Registrations

• 2022-03-10 → 2024-06-28
  Cwm, Llc
  Scottsdale, AZ
  Omaha, NE
  Gilbert, AZ

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 02/2025; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON PARTNERS - CRD # 155344; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES; START DATE: 11/2024; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: PROVIDING ADVISORY SERVICES TO CLIENTS WHEN NEEDED; 3. NAME OF OTHER BUSINESS: RLW WEALTH ADVISORS, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR PAYROLL PURPOSES ONLY. START DATE: 10/2024; POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: DBA IS FOR PAYROLL PURPOSES ONLY; 4. NAME OF OTHER BUSINESS: TrueNorth 42 Wealth; INVESTMENT RELATED: yes; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA for financial services; START DATE: 03/2025; POSITION/TITLE/RELATIONSHIP: Wealth Advisor APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: providing brokerage and advisory services to clients when needed;

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-01
• S63 Uniform Securities Agent State Law Examination
  2018-09-14

Designations

Other Names

• Chad Marriott
• Chad Michael Marriott