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David Isaac Fuchs

Cwm, LLC

Omaha, NE

Franklin Lakes, NJ

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-04-06
  • NJ RA
    APPROVED
    Since 2026-04-06

Branch Locations

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

795 Franklin Avenue Bldg. C, Suite 202, Franklin Lakes, NJ 07417 • 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
Axa Distributors, Llc Jersey City NJ 12/2016 03/2020
Westworld One Cumulus Media New York NY 05/2016 12/2016
Bny Mellon Securities Corporation New York NY 03/2020 12/2022
Advisors Capital Management, Llc Ridgewood NJ 01/2023 02/2026
Carson Wealth Franklin Lakes NJ 03/2026 Present
Cwm, Llc Omaha NE 03/2026 Present
  • 12/2016 → 03/2020
    Axa Distributors, Llc
    Jersey City, NJ
  • 05/2016 → 12/2016
    Westworld One Cumulus Media
    New York, NY
  • 03/2020 → 12/2022
    Bny Mellon Securities Corporation
    New York, NY
  • 01/2023 → 02/2026
    Ridgewood, NJ
  • 03/2026 → Present
    Carson Wealth
    Franklin Lakes, NJ
  • 03/2026 → Present
    Omaha, NE
Previous Registrations
Other Businesses

1. Assist at Nissim Tutoring Services in creating lesson plans and homeworks, discussing strategies to pass the CFP exam working for 10 hours per week.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-02-08
  • S63 Uniform Securities Agent State Law Examination
    2017-02-08
Designations
Other Names
  • David Fuchs

View on SEC IAPD

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