Best Investors Account Sign in
Inactive

Franklin Harris Callaway

Cwm, LLC

Atlanta, GA

Omaha, NE

CRD 7651425

Claim This Profile
Employer firm

Cwm, LLC CRD 155344

$50.6B regulatory AUM 248 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS

From the firm’s Form ADV. Read the guides:

Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-02-23
  • GA RA
    APPROVED
    Since 2023-02-23

Branch Locations

211 Perimieter Center Parkway Suite 1025, Atlanta, GA 30346 • 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
Jon Baker Financial Group Atlanta GA 08/2022 12/2022
Lowe's Companies, Inc Athens GA 06/2020 08/2021
Turner Concrete Professionals Atlanta GA 05/2018 08/2018
St. Pius X Catholic School Atlanta GA 08/2012 05/2018
University Of Georgia Athens GA 08/2018 05/2022
Carson Wealth Atlanta GA 01/2023 03/2025
Cwm, Llc Omaha NE 01/2023 Present
Carson Wealth Atlanta GA 03/2025 Present
  • 08/2022 → 12/2022
    Jon Baker Financial Group
    Atlanta, GA
  • 06/2020 → 08/2021
    Lowe's Companies, Inc
    Athens, GA
  • 05/2018 → 08/2018
    Turner Concrete Professionals
    Atlanta, GA
  • 08/2012 → 05/2018
    St. Pius X Catholic School
    Atlanta, GA
  • 08/2018 → 05/2022
    University Of Georgia
    Athens, GA
  • 01/2023 → 03/2025
    Carson Wealth
    Atlanta, GA
  • 01/2023 → Present
    Omaha, NE
  • 03/2025 → Present
    Carson Wealth
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-14
  • S65 Uniform Investment Adviser Law Examination
    2022-12-14
Other Names
  • Harris Callaway

View on SEC IAPD

More in Atlanta, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor