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Inactive

Greg A Schultheis

Cwm, LLC

Franklin Lakes, NJ

Omaha, NE

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-07-24
NY RA APPROVED 2024-07-16
  • NJ RA
    APPROVED
    Since 2024-07-24
  • NY RA
    APPROVED
    Since 2024-07-16

Branch Locations

795 Franklin Avenue Bldg. C, Suite 202, Franklin Lakes, NJ 07417 • 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
The Ayco Company, L.P./Mercer Allied Parsippany NJ 05/2017 01/2021
The Ayco Company, L.P. Parsippany NJ 01/2017 05/2017
Seton Hall University South Orange NJ 08/2013 05/2017
Darby Development Llc Oceanport NJ 05/2016 10/2016
Goldman Sachs & Co. Llc New York NY 01/2021 06/2021
Massmutual Life Insurance Co Armonk NY 06/2021 10/2021
Mml Investor Services, Llc Armonk NY 07/2021 10/2021
Guardian Life Insurance Co Of America Rye Brook NY 10/2021 07/2024
Park Avenue Securities, Llc Rye Brook NY 11/2021 07/2024
Cwm, Llc Omaha NE 07/2024 Present
Taylor Financial Group Franklin Lakes NJ 07/2024 01/2025
Carson Wealth Franklin Lakes NY 01/2025 Present
  • 05/2017 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Parsippany, NJ
  • 01/2017 → 05/2017
    The Ayco Company, L.P.
    Parsippany, NJ
  • 08/2013 → 05/2017
    Seton Hall University
    South Orange, NJ
  • 05/2016 → 10/2016
    Darby Development Llc
    Oceanport, NJ
  • 01/2021 → 06/2021
    Goldman Sachs & Co. Llc
    New York, NY
  • 06/2021 → 10/2021
    Massmutual Life Insurance Co
    Armonk, NY
  • 07/2021 → 10/2021
    Mml Investor Services, Llc
    Armonk, NY
  • 10/2021 → 07/2024
    Guardian Life Insurance Co Of America
    Rye Brook, NY
  • 11/2021 → 07/2024
    Park Avenue Securities, Llc
    Rye Brook, NY
  • 07/2024 → Present
    Cwm, Llc
    Omaha, NE
  • 07/2024 → 01/2025
    Taylor Financial Group
    Franklin Lakes, NJ
  • 01/2025 → Present
    Carson Wealth
    Franklin Lakes, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-11
  • S66 Uniform Combined State Law Examination
    2018-07-11
Designations
Other Names
  • Greg Schultheis

View on SEC IAPD

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Other Offices

CEREUS FINANCIAL ADVISORS, LLC · FRANKLIN LAKES, NJ
CWM, LLC · FRANKLIN LAKES, NJ
LPL FINANCIAL LLC · FRANKLIN LAKES, NJ
STATE FARM INVESTMENT MANAGEMENT CORP. · FRANKLIN LAKES, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAKLAND, NJ
CETERA INVESTMENT ADVISERS LLC · OAKLAND, NJ
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · OAKLAND, NJ
CETERA INVESTMENT ADVISERS LLC · WYCKOFF, NJ

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