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Mindy Jo Dalrymple

Cwm, LLC

Omaha, NE

Omaha, NE

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2023-11-14
  • NE RA
    APPROVED
    Since 2023-11-14

Branch Locations

14600 Branch Street, Omaha, NE 68154 • 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
Carson Group Omaha NE 02/2013 Present
Cwm, Llc Omaha NE 11/2023 Present
  • 02/2013 → Present
    Carson Group
    Omaha, NE
  • 11/2023 → Present
    Omaha, NE
Other Businesses

CMD Enterprises, LLC - Not investment related. I am 50% owner with my Husband in a lawn, landscaping and snow removal business since 2011. I spend about 2 hours a month with weekly payroll, monthly/quarterly/annual business reporting. I do not devote any time to this business activity during securities trading hours. We own and operate this business out of our home at 18320 Ida St Bennington, NE 68007. Nebraska Realty- Not investment related. I have been a licensed residential Realtor in the state of Nebraska since September 2002. Office location at Nebraska Realty, 17117 Burt Street Omaha, NE 68118. I represent buyers and sellers in the purchase and sale of residential homes. I show local properties, coordinate with lenders, agents, title companies, contractors, etc. I spend around 10 hours a month in these business activities. I do not spend any more than 2 hours a month on these activities during securities trading hours. CMD Vacation Properties, LLC - This is not investment related. I am a 50% owner with my Husband of rental homes in the state of Colorado. Since 2017 we own and manage 2 homes: a short-term rental home at 1884 Fall River Rd Estes Park, CO 80517 and a long-term rental home at 610 Landers St Estes Park, CO 80517. I devote about 10 hours a month to this business, none during security trading hours. I communicate with our cleaners, property managers and also with renters directly when problems arise. I have monthly and quarterly reports that I file with the Larimer County and the State of Colorado.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-07
  • S65 Uniform Investment Adviser Law Examination
    2023-11-07
Other Names
  • Mindy Jo Mckinney

View on SEC IAPD

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