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Mark Stephen Mccallum

Cwm, LLC

Palatine, IL

Farmington Hills, MI

Valparaiso, IN

Omaha, NE

Northbrook, IL

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-03-07
MI RA APPROVED 2023-03-07
IL RA APPROVED 2018-05-23
  • IN RA
    APPROVED
    Since 2023-03-07
  • MI RA
    APPROVED
    Since 2023-03-07
  • IL RA
    APPROVED
    Since 2018-05-23

Branch Locations

220 N Smith Street, Ste 406, Palatine, IL 60067 • United States

31313 Northwestern Hwy, Ste. 122, Farmington Hills, MI 48334 • United States

570 Vale Park Road, Suite D, Valparaiso, IN 46385 • United States

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

707 Skokie Blvd, Ste. 600, Northbrook, IL 60062 • 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
Bmo Harris Financial Advisors Palatine IL 03/2016 04/2017
Kabarec Financial Advisors Ltd Palatine IL 04/2017 Present
Cwm, Llc Omaha NE 05/2018 Present
  • 03/2016 → 04/2017
    Bmo Harris Financial Advisors
    Palatine, IL
  • 04/2017 → Present
    Kabarec Financial Advisors Ltd
    Palatine, IL
  • 05/2018 → Present
    Cwm, Llc
    Omaha, NE
Previous Registrations
  • 2017-05-04 → 2018-12-31
    Kabarec Financial Advisors Ltd
    Palatine, IL
  • 2016-03-01 → 2017-05-04
    Bmo Harris Financial Advisors, Inc.
    Arlington Hts, IL
    Palatine, IL
    Palatine, IL
  • 2012-09-26 → 2016-03-03
    Charles Schwab & Co., Inc.
    Boulder, CO
  • 2010-01-11 → 2012-09-21
    Morgan Stanley
    Denver, CO
    Loveland, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-01-09
  • S66 Uniform Combined State Law Examination
    2010-01-09
Designations

View on SEC IAPD

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