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Matthew Leo Rodgville

Cwm, LLC

Cockeysville, MD

Omaha, NE

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-12-03
  • MD RA
    APPROVED
    Since 2024-12-03

Branch Locations

4 North Park Drive Ste 402, Cockeysville, MD 21030 • 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
Jacob William Advisory Cockeysville MD 04/2024 12/2024
Tulane University New Orleans LA 08/2020 05/2024
Gilman School Baltimore MD 08/2013 06/2020
Gorfine, Schiller & Gardyn Owings Mills MD 06/2021 08/2021
Jacob William Advisory Timonium MD 06/2022 08/2022
Assured Partners Cockeysville MD 06/2023 02/2024
Tulane University Athletic Department New Orleans LA 03/2022 12/2023
Jacob William Advisory Cockeysville MD 12/2024 06/2025
Cwm, Llc Omaha NE 12/2024 Present
Jacob William Advisory Cockeysville MD 06/2025 Present
  • 04/2024 → 12/2024
    Jacob William Advisory
    Cockeysville, MD
  • 08/2020 → 05/2024
    Tulane University
    New Orleans, LA
  • 08/2013 → 06/2020
    Gilman School
    Baltimore, MD
  • 06/2021 → 08/2021
    Gorfine, Schiller & Gardyn
    Owings Mills, MD
  • 06/2022 → 08/2022
    Jacob William Advisory
    Timonium, MD
  • 06/2023 → 02/2024
    Assured Partners
    Cockeysville, MD
  • 03/2022 → 12/2023
    Tulane University Athletic Department
    New Orleans, LA
  • 12/2024 → 06/2025
    Jacob William Advisory
    Cockeysville, MD
  • 12/2024 → Present
    Omaha, NE
  • 06/2025 → Present
    Jacob William Advisory
    Cockeysville, MD
Other Businesses

NAME OF OTHER BUSINESS: Gilman School Alumni Association Board of Governors NATURE OF BUSINESS: The Alumni Association Board of Governors supports Gilman, a K-12 all-boys school in Baltimore, by providing alumni insight into the running of the school as well as providing events for alumni connection with each other and current students. START DATE: 07/01/2026 POSITION/TITLE/RELATIONSHIP: Member-at-Large APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: Attend meetings, support the alumni-association and the school by attending events and activities

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-18
  • S65 Uniform Investment Adviser Law Examination
    2024-10-18

View on SEC IAPD

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