Philip William Vann

Current Employers

Cwm, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-02-10

TX RA
APPROVED

Since 2022-02-10

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

Organization	City	State	From	To
Cwm, Llc	Omaha	NE	02/2022	Present
Carson Wealth Management Group	Amarillo	TX	01/2020	02/2022
Carson Wealth Management Group	Amarillo	TX	02/2022	09/2023
Texas Tech University	Lubbock	TX	08/2015	12/2019
Carson Wealth	Amarillo	TX	09/2023	Present

02/2022 → Present

Cwm, Llc

Omaha, NE
01/2020 → 02/2022

Carson Wealth Management Group

Amarillo, TX
02/2022 → 09/2023

Carson Wealth Management Group

Amarillo, TX
08/2015 → 12/2019

Texas Tech University

Lubbock, TX
09/2023 → Present

Carson Wealth

Amarillo, TX

Other Businesses

FIXED INSURANCE NATURE: Insurance START: 07/02/2025 APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 10 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC

Designations