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501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-14 |
Branch Locations
127 Public Square, Suite 5000, Cleveland, OH 44114 • United States
Bay Village, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities | Portland | OR | 02/2006 | 12/2024 |
| Cornerstone Consulting Group | Akron | OH | 08/2012 | 01/2017 |
| Heirmark | Cleveland | OH | 08/2012 | 12/2022 |
| Enza Financial | Independence | OH | 01/2022 | 12/2024 |
| Enza Insurance, Llc | Independence | OH | 01/2023 | 12/2024 |
| Enza Financial, Llc | Independence | OH | 02/2023 | 12/2024 |
| Bernstein Private Wealth Management | Cleveland | OH | 01/2025 | Present |
Count: 1 1) BusinessName: CWM Capital, LLC INVESTMENT RELATED: No ADDRESS: 25050 Wolf Rd., Bay Village, OH 44140 NATURE OF BUSINESS: LLC was established to receive life and disability insurance commissions. Any commissions earned from a previous life/disability insurance policy sale are paid to this entity. This entity also owns M Financial Group Stock. Stock was awarded through an incentive compensation plan. POSITION: Managing Member RELATIONSHIP: 2018-03-01 APPROXIMATE NUMBE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-27 |
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