Scott Douglas Ford

Employer firm

Cwm, LLC CRD 155344

$50.6B regulatory AUM 248 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2001 → 01/2017
  Lpl Financial, Llc
  Hagerstown, MD
• 05/1996 → 02/2019
  Cornerstone Wealth Management Group
  Hagerstown, MD
• 07/2012 → Present
  Cwm, Llc
  Omaha, NE
• 01/2017 → 01/2025
  Cetera Advisor Networks, Llc
  El Segundo, CA
• 02/2019 → Present
  Carson Wealth
  Hagerstown, MD

Previous Registrations

• 2002-01-01 → 2013-03-27
  Lpl Financial Llc
  Hagerstown, MD
• 2011-03-07 → 2012-09-10
  Cornerstone Wealth Management Group
  Hagerstown, MD

Other Businesses

FIXED INSURANCE NATURE: Insurance START: 11/1/2023 APPX. HRS/MONTH: 40 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 10 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC NAME OF BUSINESS: SDF Properties LlC NATURE: Real estate START: 1/1/2019 POSITION: Owner APPX. HRS/MONTH: 8 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 NAME OF BUSINESS: Freedom IP NATURE: Education START: 10/30/2019 POSITION: Owner APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Give presentations NAME OF BUSINESS: Means to Go, LLC NATURE: Aviation START: 10/19/2021 POSITION: Member APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 NAME OF BUSINESS: RCSF, LLC NATURE: Coaching START: 7/8/2021 POSITION: Member APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 NAME OF BUSINESS: Victor Gustavo, LLC NATURE: Holding company START: 7/15/2021 POSITION: Owner APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 NAME OF BUSINESS: Four World International Institute NATURE: Promotion of social networks, environmental protection & restoration START: 5/1/2022 POSITION: Chairman APPX. HRS/MONTH: 8 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Assist with Vision, mission, culture and strategic planning NAME OF BUSINESS: SDG Impact Fund NATURE: Forward-thinking leaders in regenerative philanthropy in the world START: 12/12/2022 POSITION: Spiritual Brother APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Investments NAME OF BUSINESS: Four Worlds Foundation NATURE: Promotion of Social Networks, Environmental Protection & Restoration START: 11/01/2022 POSITION: Foundation Council Member APPX. HRS/MONTH: 6 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 NAME OF BUSINESS: Carson Resorts, LLC NATURE: Hospitality START: 11/15/2022 POSITION: Limited partner APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 NAME OF BUSINESS: Society For Financial Awareness (SOFA) NATURE: Providing generic financial education via workshops START: 1/1/2018 POSITION: Member APPX. HRS/MONTH: 20 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 75 NAME OF BUSINESS: Financial Jiu-Jitsu NATURE: Author START: 1/14/2001 POSITION: Author APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 NAME OF BUSINESS: Sustainable Edge NATURE: Co-Author START: 6/1/2001 POSITION: Co-Author APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 NAME OF BUSINESS: Ford Wealth, LLC NATURE: Owner START: 10/1/2019 POSITION: Owner APPX. HRS/MONTH: 3 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 3 NAME OF BUSINESS: CSA Properties, LLC NATURE: Real Estate START: 9/1/2019 POSITION: Co-Owner APPX. HRS/MONTH: 5 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 5 NAME OF BUSINESS: CSTN Exit, LLC NATURE: Personal vehicle to pay the premium on existing life insurance policies START: 3/15/2024 POSITION: Owner APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 NAME OF BUSINESS: Harbo Capital - Black Gold Wealth Fund NATURE: Oil & Gas START: 1/16/2025 POSITION: Investor APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 1 NAME OF BUSINESS: RREAF Holdings NATURE: Investment START: 12/20/2024 POSITION: Investor APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 NAME OF BUSINESS: EPSAR - Eastern Panhandle Search & Rescue NATURE: Search & Rescue START: 5/22/2025 POSITION: Volunteer APPX. HRS/MONTH: 5 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 NAME OF BUSINESS: Legado Ventures, LLC NATURE: Family Value Coaching to families and individuals START: 10/22/2021 POSITION: Manager APPX. HRS/MONTH: 60 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 10 DUTIES: Visionary and Intellectual Property Contributor NAME OF BUSINESS: TheWay2Wealth® Book NATURE: Informational/Educational Materials START: 1/2/2023 POSITION: Author APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Author

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-12
• S63 Uniform Securities Agent State Law Examination
  1998-08-26