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Steven Andrew Wolf

Cwm, LLC

Omaha, NE

Ronkonkoma, NY

Palm Coast, FL

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-08-10
NY RA APPROVED 2023-08-08
  • FL RA
    APPROVED
    Since 2023-08-10
  • NY RA
    APPROVED
    Since 2023-08-08

Branch Locations

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

3505 Veterans Memorial Hwy, Suite P, Ronkonkoma, NY 11779 • United States

Palm Coast, FL • 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
Wolf Money Management, Inc. Ronkonkoma NY 02/2003 Present
Cwm, Llc Omaha NE 08/2023 Present
  • 02/2003 → Present
    Wolf Money Management, Inc.
    Ronkonkoma, NY
  • 08/2023 → Present
    Cwm, Llc
    Omaha, NE
Previous Registrations
  • 2014-06-06 → 2023-10-20
    Wolf Money Management, Inc.
    Ronkonkoma, NY
    Saint Augustine, FL
    Palm Coast, FL
  • 2010-09-23 → 2013-12-31
    Wolf Money Management, Inc.
    Ronkonkoma, NY
Other Businesses

INSURANCE AGENT; INVESTMENT RELATED; SAME OFFICE ADDRESS; SPENDS APPROXIMATELY 20 HOURS PER MONTH; INSURANCE SALES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-07-06
S63 Uniform Securities Agent State Law Examination 1992-05-04
  • S65 Uniform Investment Adviser Law Examination
    1998-07-06
  • S63 Uniform Securities Agent State Law Examination
    1992-05-04
Designations
Other Names
  • Steven A Wolf

View on SEC IAPD

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