Shawndi Lynn Purselley

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2008 → 09/2018
  First Financial Equity Corporation
  Dallas, TX
• 09/2018 → Present
  Cwm, Llc
  Omaha, NE
• 09/2018 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Hautie Out West
  Burleson, TX

Previous Registrations

• 2008-02-15 → 2018-09-04
  Ffec Wealth Partners Llc
  Scottsdale, AZ
  Addison, TX
  Fort Worth, TX
  Bedford, TX
  Addison, TX
  Cleburne, TX
  Burleson, TX
• 2005-08-16 → 2008-03-14
  Rosenthal Advisory Services, L.P.
  Dallas, TX
  Irving, TX
  Fort Worth, TX
• 2007-12-10 → 2008-02-19
  National Planning Corporation
  Forth Worth, TX
  Dallas, TX
  Irving, TX

Other Businesses

(1) NAME OF BUSINESS: CWM, LLC DBA CARSON GROUP PARTNERS 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: 09/2018 APX # HRS PER WEEK: 40 APX # HRS DURING TRADING HOURS: 32.5 DESCRIPTION OF DUTIES: INVESTMENT ADVISORY REPRESENTATIVE (2) NAME OF BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 09/2018 APX # HRS PER WEEK: VARIES APX # HRS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT DESCRIPTION OF DUTIES: SELLS LIFE AND LONG TERM CARE (3) NAME OF BUSINESS: 08 HOLDINGS, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: COMMERCIAL BUILDING OWNERSHIP START DATE: 12/2017 POSITION/TITLE/RELATIONSHIP: OWNER APX # HRS PER WEEK: 3 DESCRIPTION OF DUTIES: OWNER / PARTNER (4) NAME OF BUSINESS: PURSELLEY PROPERTIES, LLC INVESTMENT RELATED: NO ADDRESS: 4640 FM 1187 BURLESON, TX 76028 NATURE OF BUSINESS: REAL ESTATE OWNERSHIP AND RENTAL PROPERTY START DATE: 2010 POSITION/TITLE/RELATIONSHIP: PARTNER APX # HRS PER WEEK: 5 APX # HRS DURING TRADING HOURS: 5 DESCRIPTION OF DUTIES: OWNER / PARTNER (5) NAME OF OTHER BUSINESS: ARMSTRONG PURSELLEY WEALTH MANAGEMENT GROUP, LLC ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 06/2023; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; (6) NAME OF BUSINESS: APM TAX SERVICES LLC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: ACCOUNTING AND TAX PREPARATION SERVICES ; START DATE: 12/2020 POSITION/TITLE/RELATIONSHIP: OWNER / PARTNER ; APX #OFHOURS PER WEEK: 5-10 ; DURING TRADING HOURS: 5-10 ; DESCRIPTION OF DUTIES: ACCOUNTING AND TAX PREPARATION SERVICES ; (7) NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON WEALTH MANAGEMENT ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 06/2023; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; (8) NAME OF OTHER BUSINESS: LADY PURSE ENTERPRISE, LLC; INVESTMENT RELATED: NO; ADDRESS: 1601 CR 602 BURLESON, TX 76028; NATURE OF BUSINESS: REAL ESTATE ; START DATE: 01/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OWNER OF RAW COMMERCIAL LAND; (9) NAME OF OTHER BUSINESS: HAUTIE OUT WEST, INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL LOCATION, NATURE OF BUSINESS: ONLINE BOUTIQUE, START DATE: 09/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 20, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: BUY AND SELL WOMEN'S CLOTHING;

Exams

• S66 Uniform Combined State Law Examination
  2001-02-06
• S63 Uniform Securities Agent State Law Examination
  2000-08-18

Designations

• Certified Financial Planner

Other Names

• Shawndi Lynn Davenport
• Shawndi Lynn Baker
• Shawndi Lynn Hatfield
• Shawndi Lynn Hatfield