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Nolan Maloney

Cwm, LLC

Austin, TX

Omaha, NE

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-06-07
  • TX RA
    APPROVED
    Since 2021-06-07

Branch Locations

3755 S. Capital Of Texas Hwy, Ste. 100, Austin, TX 78704 • 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
Sigma Financial Ann Arbor MI 02/2019 10/2020
Hni Healthcare Austin TX 09/2017 02/2019
Task Rabbit Austin TX 04/2017 10/2017
Boys & Girls Club Austin TX 09/2012 04/2017
Cetera Advisor Networks El Segundo CA 10/2020 12/2024
Collective Advisors Austin TX 10/2020 06/2021
Elite Partners, Lp - Dba Echelon Financial Group Austin TX 02/2019 10/2020
Cwm, Llc Omaha NE 06/2021 Present
Collective Advisors Austin TX 06/2021 02/2026
Collective Advisors Austin TX 02/2026 Present
  • 02/2019 → 10/2020
    Sigma Financial
    Ann Arbor, MI
  • 09/2017 → 02/2019
    Hni Healthcare
    Austin, TX
  • 04/2017 → 10/2017
    Task Rabbit
    Austin, TX
  • 09/2012 → 04/2017
    Boys & Girls Club
    Austin, TX
  • 10/2020 → 12/2024
    Cetera Advisor Networks
    El Segundo, CA
  • 10/2020 → 06/2021
    Collective Advisors
    Austin, TX
  • 02/2019 → 10/2020
    Elite Partners, Lp - Dba Echelon Financial Group
    Austin, TX
  • 06/2021 → Present
    Cwm, Llc
    Omaha, NE
  • 06/2021 → 02/2026
    Collective Advisors
    Austin, TX
  • 02/2026 → Present
    Collective Advisors
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-02
  • S66 Uniform Combined State Law Examination
    2021-04-02

View on SEC IAPD

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Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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