Best Investors Account Sign in
Inactive

Brian Kubis

Cwm, LLC

Las Vegas, NV

Omaha, NE

Claim This Profile
Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-04-16
IA RA APPROVED 2023-03-30
NV RA APPROVED 2021-12-10
  • TX RA
    APPROVED_RES
    Since 2024-04-16
  • IA RA
    APPROVED
    Since 2023-03-30
  • NV RA
    APPROVED
    Since 2021-12-10

Branch Locations

6910 South Cimarron Road Ste 210, Las Vegas, NV 89113 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
H&H Retirement Design And Management, Inc. Las Vegas NV 12/2019 09/2020
H&H Retirement Design And Management, Inc. Las Vegas NV 11/2017 07/2020
Dyson Las Vegas NV 10/2017 01/2018
Mgk Inc Suwanee GA 09/2008 07/2017
Cwm, Llc Omaha NE 11/2021 Present
Diamond Wealth Management Las Vegas NV 12/2020 05/2023
Carson Wealth Cedar Rapids IA 05/2023 Present
  • 12/2019 → 09/2020
    H&H Retirement Design And Management, Inc.
    Las Vegas, NV
  • 11/2017 → 07/2020
    H&H Retirement Design And Management, Inc.
    Las Vegas, NV
  • 10/2017 → 01/2018
    Dyson
    Las Vegas, NV
  • 09/2008 → 07/2017
    Mgk Inc
    Suwanee, GA
  • 11/2021 → Present
    Cwm, Llc
    Omaha, NE
  • 12/2020 → 05/2023
    Diamond Wealth Management
    Las Vegas, NV
  • 05/2023 → Present
    Carson Wealth
    Cedar Rapids, IA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-21
  • S65 Uniform Investment Adviser Law Examination
    2018-12-21

View on SEC IAPD

Other Firms

YH&C INVESTMENTS INC.
MM MACHINE, LLC
QUANTIFIX CAPITAL MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AI AGENT CAPITAL, LLC
BETTER CAPITAL MANAGEMENT LLC
U.S. BANCORP ADVISORS, LLC
ROSTEN CAPITAL INVESTMENTS LLC

Other Investors

YALE BOCK
Juan Manuel Mardueno Rodriguez
Sariguli Tuersun
Javier Magana Benitez
Shane Lee Rogers
CLIFTON M YASUTOMI
Nicholas Paul Abbott
MICHAEL J COOK

Other Offices

YH&C INVESTMENTS INC. · LAS VEGAS, NV
MM MACHINE, LLC · LAS VEGAS, NV
QUANTIFIX CAPITAL MANAGEMENT, LLC · LAS VEGAS, NV
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LAS VEGAS, NV
AI AGENT CAPITAL, LLC · LAS VEGAS, NV
BETTER CAPITAL MANAGEMENT LLC · LAS VEGAS, NV
U.S. BANCORP ADVISORS, LLC · Las Vegas, NV
ROSTEN CAPITAL INVESTMENTS LLC · LAS VEGAS, NV

More in Las Vegas, NV

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor