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Joshua Martin Potts

Cwm, LLC

Murray, UT

Omaha, NE

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-04-08
  • UT RA
    APPROVED
    Since 2026-04-08

Branch Locations

5295 Commerce Drive, Suite 160, Murray, UT 84107 • 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
Carson Wealth Murray UT 04/2026 Present
Fedex Rigby ID 07/2024 03/2025
Full-Time Education Rexburg ID 03/2025 04/2026
Full-Time Education Rexburg ID 04/2024 07/2024
Sutherland Global Services Las Vegas NV 02/2018 11/2021
Boy Scouts Of America Las Vegas NV 07/2017 09/2017
Unemployed Las Vegas NV 10/2017 01/2018
Unemployed Las Vegas NV 12/2021 03/2024
Unemployed Las Vegas NV 04/2016 06/2017
Cwm, Llc Omaha NE 04/2026 Present
  • 04/2026 → Present
    Carson Wealth
    Murray, UT
  • 07/2024 → 03/2025
    Fedex
    Rigby, ID
  • 03/2025 → 04/2026
    Full-Time Education
    Rexburg, ID
  • 04/2024 → 07/2024
    Full-Time Education
    Rexburg, ID
  • 02/2018 → 11/2021
    Sutherland Global Services
    Las Vegas, NV
  • 07/2017 → 09/2017
    Boy Scouts Of America
    Las Vegas, NV
  • 10/2017 → 01/2018
    Unemployed
    Las Vegas, NV
  • 12/2021 → 03/2024
    Unemployed
    Las Vegas, NV
  • 04/2016 → 06/2017
    Unemployed
    Las Vegas, NV
  • 04/2026 → Present
    Cwm, Llc
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-25
  • S65 Uniform Investment Adviser Law Examination
    2025-07-25

View on SEC IAPD

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Other Investors

SUSAN C WIECK
DAVID WILLIAM REICHERT
HEIDI LEE FARRELL
JON C DEBRY
CHELSEY ANN PACKER
NICHOLAS ALEXANDER SLEIMAN
MARCUS STEELE NELSON
CURTIS RYAN HANSEN

Other Offices

LPL FINANCIAL LLC · MURRAY, UT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MURRAY, UT
JD INVESTMENT MANAGEMENT, LLC · SALT LAKE CITY, UT
WELLS FARGO CLEARING SERVICES, LLC · MURRAY, UT
STATE FARM INVESTMENT MANAGEMENT CORP. · Salt Lake City, UT
JUVO VENTURES, LLC · SALT LAKE CITY, UT
FORTIUS FINANCIAL ADVISORS, LLC · SALT LAKE CITY, UT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MURRAY, UT

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