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Lane Matthew Mccallum

Cwa Asset Management Group

Naples, FL

Omaha, NE

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Current Employers
Cwa Asset Management Group

9130 Galleria Court Third Floor, Naples, FL 34109 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2022-03-21
  • NE RA
    APPROVED
    Since 2022-03-21

Branch Locations

9130 Galleria Court Third Floor, Naples, FL 34109 • United States

Omaha, NE • 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
Norfolk Senior High School Norfolk NE 08/2013 05/2017
United States Air Force Academy Colorado Springs CO 06/2017 01/2018
University Of Nebraska Lincoln NE 01/2018 12/2021
Cwa Asset Management Group Naples FL 02/2022 Present
  • 08/2013 → 05/2017
    Norfolk Senior High School
    Norfolk, NE
  • 06/2017 → 01/2018
    United States Air Force Academy
    Colorado Springs, CO
  • 01/2018 → 12/2021
    University Of Nebraska
    Lincoln, NE
  • 02/2022 → Present
    Cwa Asset Management Group
    Naples, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-17
  • S65 Uniform Investment Adviser Law Examination
    2022-03-17

View on SEC IAPD

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Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
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