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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-08-26 |
| TX | RA | APPROVED_RES | 2026-07-28 |
Branch Locations
35 Centerra Parkway, Ste. 201, Lebanon, NH 03766 • United States
14600 Branch St., Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-21 |
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