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Milton Marc Doremus

Fwm Partners

Bellville, TX

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Current Employers
Fwm Partners

792 High Oaks Dr., Bellville, TX 77418 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-12
  • TX RA
    APPROVED
    Since 2026-05-12

Branch Locations

792 High Oaks Dr., Bellville, TX 77418 • 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
Ccf Investments, Inc Greensboro GA 01/2014 06/2017
Ameritas Investment Corp. Lincoln NE 06/2017 08/2017
Capital Choice Financial Services Greensboro GA 09/2007 08/2017
Corecap Investments Southfield MI 08/2017 08/2023
Freedom Wealth Management Group Houston TX 09/2007 Present
Lpl Financial Llc Houston TX 08/2023 04/2026
Fwm Partners Bellview TX 04/2026 Present
  • 01/2014 → 06/2017
    Ccf Investments, Inc
    Greensboro, GA
  • 06/2017 → 08/2017
    Ameritas Investment Corp.
    Lincoln, NE
  • 09/2007 → 08/2017
    Capital Choice Financial Services
    Greensboro, GA
  • 08/2017 → 08/2023
    Corecap Investments
    Southfield, MI
  • 09/2007 → Present
    Freedom Wealth Management Group
    Houston, TX
  • 08/2023 → 04/2026
    Houston, TX
  • 04/2026 → Present
    Bellview, TX
Previous Registrations
Other Businesses

1) 07/13/2023 - Oxford Lane Partners LLC - Non-Variable Insurance - Agent selling: Life, L TC, FIA - Houston, TX - Investment related - 30 Hrs/mth - Start date: 1/3/2020. 2) 07/13/2023 - Freedom Wealth Management Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 30 Hrs/Mth 3)07/20/2023 - Oxford Lane Partners LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - At Reported Business Location(s) - Start: 01/2023 - 50 Hrs/Mth

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-09
S63 Uniform Securities Agent State Law Examination 1996-06-04
  • S65 Uniform Investment Adviser Law Examination
    2023-01-09
  • S63 Uniform Securities Agent State Law Examination
    1996-06-04
Other Names
  • Marx Doremus
  • Marc Doremus

View on SEC IAPD

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