Inactive

James Joseph Cuorato

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Current Employers

Cwm, Llc

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2025-06-16

PA RA
APPROVED

Since 2025-06-16

Branch Locations

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

215 Farm Lane, Doylestown, PA 18901 • 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

Organization	City	State	From	To
Retirement Planning Specialist	Willow Grove	PA	09/2013	08/2021
Lasalle St Investment Advisors Llc	Elmhurst	IL	05/2021	08/2021
Stonecrop Wealth Advisors, Llc	Chadds Ford	PA	09/2021	05/2025
Carson Wealth	Doylestown	PA	06/2025	Present
Cwm, Llc	Omaha	NE	06/2025	Present

09/2013 → 08/2021

Retirement Planning Specialist

Willow Grove, PA
05/2021 → 08/2021

Lasalle St Investment Advisors Llc

Elmhurst, IL
09/2021 → 05/2025

Stonecrop Wealth Advisors, Llc

Chadds Ford, PA
06/2025 → Present

Carson Wealth

Doylestown, PA
06/2025 → Present

Cwm, Llc

Omaha, NE

Previous Registrations

2021-09-01 → 2022-04-19

Stonecrop Wealth Advisors, Llc

West Chester, PA
2014-06-05 → 2021-12-23

Retirement Planning Specialists

Willow Grove, PA
2021-05-04 → 2021-09-02

Lasalle St. Investment Advisors, L.L.C.

Elmhurst, IL

Willow Grove, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-05-27

S65 Uniform Investment Adviser Law Examination

2025-05-27

Other Names

James Joseph Cuorato

View on SEC IAPD

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