Ross Marinoni Lawrence

Current Employers

Employment History

• 05/2011 → 04/2017
  Lpl Financial Llc
  Nevada, MO
• 04/2017 → Present
  Cwm, Llc
  Omaha, NE
• 04/2017 → Present
  White Ember Financial Planning
  Nevada, MO
• 04/2017 → Present
  Cetera Wealth Services, Llc
  Nevada, MO
• 01/2023 → Present
  White Ember, Llc
  Nevada, MO
• 01/2023 → Present
  Rolo Ventures, Inc
  Bentonville, AR
• 05/2024 → Present
  Bleu Cat Capital
  Bentonville, AR

Previous Registrations

• 2011-11-25 → 2017-05-16
  Lpl Financial Llc
  Nevada, MO
  Fayetteville, AR
  Nevada, MO
  Bentonville, AR

Other Businesses

1. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON WEALTH MANAGEMENT GROUP, CARSON GROUP PARTNERS AND CARSON GROUP; 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; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE; START DATE: 04/2017; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISOR PROVIDING ADVISORY SERVICES TO ITS CLIENTS, INCLUDING DISCRETIONARY INVESTMENT MANAGEMENT AND FINANCIAL GUIDANCE; 2. CARSON WEALTH; INVESTMENT RELATED; SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, START: 1/2023, FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, DBA FOR FINANCIAL SERVICES; 3. ROTARY INTERNATIONAL, INVESTMENT RELATED: NO, 200 COUNTRY CLUB DRIVE, NEVADA, MO 64772, SERVICE ORGANIZATION, START: 6/2011, APX NUMBER OF HOURS PER WEEK: 3, APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL, MEMBERSHIP CHAIR, RECRUITER OF NEW ROTARIANS; 4. FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; A: SAME AS REGISTERED LOCATION; FIXED INSURANCE; START : 8/2020; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; INSURANCE AGENT SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; 5. WHITE EMBER, LLC; INVESTMENT RELATED: NO; SAME AS REGISTERED LOCATION; EXPENSE MANAGEMENT; START: 1/2023; TITLE: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; LLC USED TO PAY EMPLOYEES & RECEIVE CWM ADVISORY FEES & COMMISSIONS; 6. ROLO VENTURES, INC; INVESTMENT RELATED: NO; SAME AS RESIDENTIAL LOCATION; HOLDING COMPANY; START: 1/2023; OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; 7.HOLDING COMPANY FOR SHARES OF WHITE EMBER,11. BLEU CAT CAPITAL, LLC, INVESTMENT RELATED: NO, SAME AS RESIDENTIAL LOCATION, REAL ESTATE, STARTED: 05/2024, MANAGING MEMBER, APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS, BUYING ONE PIECE OF COMMERCIAL REAL ESTATE AND RENTING IT OUT;

Exams

• S66 Uniform Combined State Law Examination
  2011-11-23
• S63 Uniform Securities Agent State Law Examination
  2011-08-04