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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2022-02-07
GA RA APPROVED 2021-09-20
AZ RA APPROVED 2021-09-08
FL RA APPROVED 2021-09-01
MA RA APPROVED 2021-08-31
NJ RA APPROVED 2021-08-24
KY RA APPROVED 2021-08-23
MI RA APPROVED 2021-08-23
OH RA APPROVED 2021-08-23
TX RA APPROVED 2021-08-23
  • DC RA
    APPROVED
    Since 2022-02-07
  • GA RA
    APPROVED
    Since 2021-09-20
  • AZ RA
    APPROVED
    Since 2021-09-08
  • FL RA
    APPROVED
    Since 2021-09-01
  • MA RA
    APPROVED
    Since 2021-08-31
  • NJ RA
    APPROVED
    Since 2021-08-24
  • KY RA
    APPROVED
    Since 2021-08-23
  • MI RA
    APPROVED
    Since 2021-08-23
  • OH RA
    APPROVED
    Since 2021-08-23
  • TX RA
    APPROVED
    Since 2021-08-23

Branch Locations

5263 Plymouth Rd, Ann Arbor, MI 48105 • United States

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

Plymouth, MI • 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
Ash Brokerage Corp Novi MI 06/2008 05/2017
Mercap Securities, Llc Berwyn PA 04/2013 05/2017
Financial Legacy Planning, Llc Plymouth MI 12/2016 12/2017
Cig Capital Advisors Southfield MI 05/2017 10/2017
Cig Securities, Inc. Southfield MI 05/2017 10/2017
Cig Asset Management Southfield MI 05/2017 10/2017
Cig Risk Management Southfield MI 05/2017 10/2017
Rfc Financial Planners Ann Arbor MI 10/2017 04/2025
Cwm, Llc Dba Carson Partners Ann Arbor MI 08/2021 Present
Cetera Wealth Services, Llc El Segundo CA 08/2021 Present
Two Bird Wealth Strategies Ann Arbor MI 05/2025 Present
  • 06/2008 → 05/2017
    Ash Brokerage Corp
    Novi, MI
  • 04/2013 → 05/2017
    Mercap Securities, Llc
    Berwyn, PA
  • 12/2016 → 12/2017
    Financial Legacy Planning, Llc
    Plymouth, MI
  • 05/2017 → 10/2017
    Cig Capital Advisors
    Southfield, MI
  • 05/2017 → 10/2017
    Cig Securities, Inc.
    Southfield, MI
  • 05/2017 → 10/2017
    Cig Asset Management
    Southfield, MI
  • 05/2017 → 10/2017
    Cig Risk Management
    Southfield, MI
  • 10/2017 → 04/2025
    Rfc Financial Planners
    Ann Arbor, MI
  • 08/2021 → Present
    Cwm, Llc Dba Carson Partners
    Ann Arbor, MI
  • 08/2021 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 05/2025 → Present
    Two Bird Wealth Strategies
    Ann Arbor, MI
Previous Registrations
Other Businesses

1. NAME OF OTHER BUSINESS: CWM, DBA CARSON 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: WEALTH ADVISOR START DATE: 8/2021 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: WILL BE PROVIDING ADVISORY SERVICES TO CLIENTS THROUGH THE CARSON RIA 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR START DATE: 7/2008 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: WILL BE PROVIDING INSURANCE SERVICES TO CLIENTS WHEN NEEDED; 3. NAME OF OTHER BUSINESS: LOGAN ELEMENTARY PTSO, INVESTMENT RELATED: NO, ADDRESS: 2685 TRAVER BLVD, ANN ARBOR, MI 48105, NATURE OF BUSINESS: NON-PROFIT, START DATE: 04/2025, POSITION/TITLE/RELATIONSHIP: BOARD MEMBER, APX NUMBER OF HOURS PER WEEK: 2, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: HELPING PLAN AND ORGANIZE COMMUNITY EVENTS FOR THE SCHOOL.; 4. NAME OF OTHER BUSINESS: TWO BIRD WEALTH STRATEGIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 04/2025; 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;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-06-03
  • S63 Uniform Securities Agent State Law Examination
    2013-06-03
Designations
Other Names
  • Matt Thomas Bowden

View on SEC IAPD

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