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Paul Joseph Kiernan

Cwm, LLC

Omaha, NE

Westport, CT

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-01-07
  • CT RA
    APPROVED
    Since 2026-01-07

Branch Locations

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

257 Riverside Ave, 1St Floor, Westport, CT 06880 • 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
Cruser, Mitchell & Sanchez, Llc Woodcliff Lake NJ 09/2021 09/2022
Gold Family Wealth, Llc Westport CT 11/2022 Present
Michigan State University East Lansing MI 09/2017 06/2021
Lansing Condo Services Lansing MI 11/2019 12/2020
Preferred Business Elmsford NY 05/2014 08/2020
Cwm, Llc Omaha NE 01/2025 Present
  • 09/2021 → 09/2022
    Cruser, Mitchell & Sanchez, Llc
    Woodcliff Lake, NJ
  • 11/2022 → Present
    Gold Family Wealth, Llc
    Westport, CT
  • 09/2017 → 06/2021
    Michigan State University
    East Lansing, MI
  • 11/2019 → 12/2020
    Lansing Condo Services
    Lansing, MI
  • 05/2014 → 08/2020
    Preferred Business
    Elmsford, NY
  • 01/2025 → Present
    Cwm, Llc
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-15
  • S65 Uniform Investment Adviser Law Examination
    2025-12-15

View on SEC IAPD

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