Thomas Gerrit Latchford

Current Employers

Cwm, Llc

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

Current Registrations

Authority	Category	Status	Date
NE	RA	APPROVED	2026-06-29

NE RA
APPROVED

Since 2026-06-29

Branch Locations

14600 Branch Street, Omaha, NE 68154 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Securities America, Inc.	La Vista	NE	05/2018	06/2026
Securities America, Inc.	La Vista	NE	12/2016	05/2018
Film Streams	Omaha	NE	07/2013	07/2022
Ems, Inc	Omaha	NE	11/2012	12/2016
Securities America Advisors	Omaha	NE	02/2019	06/2026
Osaic Wealth, Inc.	Jersey City	NJ	06/2024	06/2026
Cetera Wealth Services, Llc	El Segundo	CA	06/2026	Present
Cwm, Llc Dba Carson Partners	Omaha	NE	06/2026	Present
Cwm, Llc Dba Carson Group Holdings	Omaha	NE	06/2026	Present

05/2018 → 06/2026

Securities America, Inc.

La Vista, NE
12/2016 → 05/2018

Securities America, Inc.

La Vista, NE
07/2013 → 07/2022

Film Streams

Omaha, NE
11/2012 → 12/2016

Ems, Inc

Omaha, NE
02/2019 → 06/2026

Securities America Advisors

Omaha, NE
06/2024 → 06/2026

Osaic Wealth, Inc.

Jersey City, NJ
06/2026 → Present

Cetera Wealth Services, Llc

El Segundo, CA
06/2026 → Present

Cwm, Llc Dba Carson Partners

Omaha, NE
06/2026 → Present

Cwm, Llc Dba Carson Group Holdings

Omaha, NE

Previous Registrations

2024-06-14 → 2026-06-16

Osaic Wealth, Inc.

Scottsdale, AZ
2019-02-13 → 2024-06-14

Securities America Advisors, Inc.

La Vista, NE

Other Businesses

1. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP HOLDINGS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 06/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: WILL BE SUPPORTING ADVISORS BY REVIEWING THEIR ADVERTISING REQUESTS; 2. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: RIA FIRM START DATE: 06/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: WILL BE SUPPORTING ADVISORS BY REVIEWING THEIR ADVERTISING REQUESTS;

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-02-12

S66 Uniform Combined State Law Examination

2019-02-12

View on SEC IAPD