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Carson Greathouse

Cwm, LLC

Amarillo, TX

Omaha, NE

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-05-26
  • TX RA
    APPROVED
    Since 2023-05-26

Branch Locations

5101 Lexington Square, Amarillo, TX 79119 • 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
West Texas A&M University Canyon TX 05/2013 12/2016
Bank Of Commerce Amarillo TX 12/2016 07/2017
Unemployed El Paso TX 07/2017 04/2018
Mesilla Valley Transportation El Paso TX 04/2018 07/2021
Happy State Bank Amarillo TX 07/2021 09/2022
Pantera Energy Amarillo TX 09/2022 04/2023
Carson Wealth Amarillo TX 04/2023 Present
Cwm, Llc Omaha NE 04/2023 Present
  • 05/2013 → 12/2016
    West Texas A&M University
    Canyon, TX
  • 12/2016 → 07/2017
    Bank Of Commerce
    Amarillo, TX
  • 07/2017 → 04/2018
    Unemployed
    El Paso, TX
  • 04/2018 → 07/2021
    Mesilla Valley Transportation
    El Paso, TX
  • 07/2021 → 09/2022
    Happy State Bank
    Amarillo, TX
  • 09/2022 → 04/2023
    Pantera Energy
    Amarillo, TX
  • 04/2023 → Present
    Carson Wealth
    Amarillo, TX
  • 04/2023 → Present
    Cwm, Llc
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-26
  • S65 Uniform Investment Adviser Law Examination
    2023-05-26

View on SEC IAPD

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JOHN ERNEST BOYD

Other Offices

OSAIC WEALTH, INC. · AMARILLO, TX
DOMINION PORTFOLIO MANAGEMENT, INC. · AMARILLO, TX
BLUE HORIZON INVESTMENTS LLC · AMARILLO, TX
SPRING CAPITAL MANAGEMENT · AMARILLO, TX
APPLIED INVESTMENT STRATEGIES, LLC · AMARILLO, TX
ADAMS WEALTH MANAGEMENT · AMARILLO, TX
ASK CAPITAL INVESTMENT MANAGERS · AMARILLO, TX
KITSMAN INVESTMENT MANAGEMENT · AMARILLO, TX

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