Mark Edward Greenawalt

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

• 03/2006 → 10/2017
  Wells Fargo Bank, N.A.
  Portland, OR
• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Portland, OR
• 11/2016 → 10/2017
  Wells Fargo Clearing Services, Llc
  Portland, OR
• 10/2017 → 12/2022
  Bancwest Investment Services
  Portland, OR
• 10/2017 → 12/2022
  Bank Of The West
  Portland, OR
• 01/2023 → 11/2025
  Diamond Wealth Advisors
  Carlisle, PA
• 01/2023 → Present
  Cwm, Llc
  Omaha, NE
• 11/2025 → Present
  Diamond Wealth Advisors
  Carlisle, PA

Previous Registrations

• 2017-10-31 → 2022-04-28
  Bancwest Investment Services, Inc.
  Portland, OR
  Gresham, OR
  Portland, OR
  Oregon City, OR
  Milwaukie, OR
  Portland, OR
  The Dalles, OR
  Lincoln City, OR
  Newport, OR
  Toledo, OR
  Tigard, OR
  Saint Helens, OR
• 2011-01-03 → 2017-10-10
  Wells Fargo Clearing Services, Llc
  Gresham, OR
  Portland, OR
  Vancouver, WA
• 2010-07-09 → 2011-01-03
  Wells Fargo Investments, Llc
  Portland, OR

Other Businesses

FIXED INSURANCE NATURE: Insurance START: 3/15/2023 APPX. HRS/MONTH: 180 % APPX HRS/MONTH DURING TRADING HOURS: 20 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-08
• S63 Uniform Securities Agent State Law Examination
  2010-05-27