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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-07-27 |
| TX | RA | APPROVED | 2026-07-27 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
35 Centerra Pkwy, Ste. 201, Lebanon, NH 03766 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Lebanon | NH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lebanon | NH | 11/2016 | 07/2023 |
| Wells Fargo Advisors Financial Network, Llc | Lebanon | NH | 07/2023 | 07/2026 |
| Cetera Wealth Services, Llc | El Segundo | CA | 07/2026 | Present |
| Cwm, Llc Dba Carson Group Holdings | Lebanon | NH | 07/2026 | Present |
| Cwm, Llc Dba Carson Partners – Crd # 155344 | Lebanon | NH | 07/2026 | Present |
1. NAME OF OTHER BUSINESS: DOYLE & LOUGHMAN WEALTH MANAGEMENT GROUP LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START DATE: 07/2023; POSITION/TITLE/RELATIONSHIP: REGISTERED ADMIN; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE - OPERATIONAL SUPPORT; 2. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP HOLDINGS INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START DATE: 07/2026; POSITION/TITLE/RELATIONSHIP: REGISTERED ADMIN; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: PROVIDING OPERATIONAL SUPPORT; 3. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON PARTNERS – CRD # 155344; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES; START DATE: 07/2026; POSITION/TITLE/RELATIONSHIP: REGISTERED ADMIN / INVESTMENT ADVISOR REPRESENTATIVE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: PROVIDING OPERATIONAL SUPPORT;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-02 |
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