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Ashli B Collins

Cwm, LLC

Englewood, CO

Omaha, NE

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-07-09
  • CO RA
    APPROVED
    Since 2025-07-09

Branch Locations

9635 Maroon Circle, Ste. 440, Englewood, CO 80112 • 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
Charles Schwab & Co., Inc. Phoenix AZ 09/2017 01/2024
Nexenta Systems Inc Santa Clara CA 01/2016 06/2017
Charles Schwab Bank Phoenix AZ 01/2019 01/2024
Aveo Capital Partners Englewood CO 03/2024 10/2025
N/A Parker CO 01/2024 03/2024
N/A Parker CO 06/2017 09/2017
Dmk Advisor Group, Inc Lutz FL 04/2024 07/2025
Cwm, Llc Omaha NE 07/2025 Present
Carson Wealth Englewood CO 07/2025 12/2025
Carson Wealth Engelwood CO 12/2025 Present
  • 09/2017 → 01/2024
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 01/2016 → 06/2017
    Nexenta Systems Inc
    Santa Clara, CA
  • 01/2019 → 01/2024
    Charles Schwab Bank
    Phoenix, AZ
  • 03/2024 → 10/2025
    Aveo Capital Partners
    Englewood, CO
  • 01/2024 → 03/2024
    N/A
    Parker, CO
  • 06/2017 → 09/2017
    N/A
    Parker, CO
  • 04/2024 → 07/2025
    Dmk Advisor Group, Inc
    Lutz, FL
  • 07/2025 → Present
    Cwm, Llc
    Omaha, NE
  • 07/2025 → 12/2025
    Carson Wealth
    Englewood, CO
  • 12/2025 → Present
    Carson Wealth
    Engelwood, CO
Previous Registrations
  • 2024-03-22 → 2025-10-02
    Aveo Capital Partners, Llc
    Englewood, CO
  • 2018-03-05 → 2024-01-10
    Charles Schwab & Co., Inc.
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-05
  • S66 Uniform Combined State Law Examination
    2018-03-05
Other Names
  • Ashli Beth Clay

View on SEC IAPD

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Other Offices

GENEOS WEALTH MANAGEMENT, INC. · ENGLEWOOD, CO
BLUE SKY ASSET MANAGEMENT, LLC · ENGLEWOOD, CO
INTEGRATED WEALTH CONCEPTS LLC · ENGLEWOOD, CO
EDELMAN FINANCIAL ENGINES · ENGLEWOOD, CO
EDELMAN FINANCIAL ENGINES · ENGLEWOOD, CO
CWM, LLC · Engelwood, CO
EDELMAN FINANCIAL ENGINES · ENGLEWOOD, CO, CO
A & I WEALTH MANAGEMENT · LONE TREE, CO

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