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Kristen Laundry

Cwm, LLC

Lebanon, NH

Omaha, NE

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-08-26
TX RA APPROVED_RES 2026-07-28
  • NH RA
    APPROVED
    Since 2026-08-26
  • TX RA
    APPROVED_RES
    Since 2026-07-28

Branch Locations

35 Centerra Parkway, Ste. 201, Lebanon, NH 03766 • United States

14600 Branch St., Omaha, NE 68154 • 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
Wells Fargo Clearing Services, Llc Lebanon NH 04/2022 07/2023
Boynton Construction Inc. Hartland VT 06/2020 04/2022
Kimball Union Academy Plainfield NH 10/2019 06/2020
Mascoma Wealth Management Hanover NH 03/2013 09/2019
Wells Fargo Advisors Financial Network, Llc Lebanon NH 07/2023 07/2026
Cwm, Llc Dba Carson Group Holdings Lebanon NH 07/2026 Present
Cetera Wealth Services Llc El Segundo CA 07/2026 Present
Doyle And Loughman Wealth Management Group Llc Lebanon NH 07/2023 Present
  • 04/2022 → 07/2023
    Lebanon, NH
  • 06/2020 → 04/2022
    Boynton Construction Inc.
    Hartland, VT
  • 10/2019 → 06/2020
    Kimball Union Academy
    Plainfield, NH
  • 03/2013 → 09/2019
    Mascoma Wealth Management
    Hanover, NH
  • 07/2023 → 07/2026
    Lebanon, NH
  • 07/2026 → Present
    Cwm, Llc Dba Carson Group Holdings
    Lebanon, NH
  • 07/2026 → Present
    Cetera Wealth Services Llc
    El Segundo, CA
  • 07/2023 → Present
    Doyle And Loughman Wealth Management Group Llc
    Lebanon, NH
Previous Registrations
Other Businesses

1. NAME OF OTHER BUSINESS: CWM, LLC 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: 07/2026 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFERING SECURITIES AND ADVISORY SERVICES 2. NAME OF OTHER BUSINESS: DOYLE AND LOUGHMAN WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/2023 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFERING SECURITIES AND ADVISORY SERVICES 3. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP HOLDINGS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/2026 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDING ADVISORY SERVICES TO CLIENTS WHEN NEEDED 4. NAME OF OTHER BUSINESS: HARTFORD YOUTH LACROSSE CLUB INVESTMENT RELATED: NO ADDRESS: 27 NORTH MAIN ST HARTFORD, VT NATURE OF BUSINESS: SPORTS CLUB START DATE: 06/2026 POSITION/TITLE/RELATIONSHIP: SECRETARY APX NUMBER OF HOURS PER WEEK: .25 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: LIGHT ADMINISTRATIVE RESPONSIBILITIES, INCLUDING MINUTES OF BOARD MEETINGS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-21
  • S66 Uniform Combined State Law Examination
    2022-12-21
Other Names
  • Kristen Elizabeth Laundry
  • Kristen Elizabeth Wright
  • Kristen E Laundry

View on SEC IAPD

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