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Douglas Blake Peterson

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 2025-01-13
  • NE RA
    APPROVED
    Since 2025-01-13

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
Nabors Drilling Technologies Williston ND 01/2013 06/2020
Corkscrew Wine Bar Omaha NE 03/2018 06/2020
Cetera Advisor Networks Llc El Segundo CA 11/2017 06/2020
Keystone Financial Services, Llc Omaha NE 06/2020 12/2024
Cetera Advisor Networks Llc Omaha NE 06/2018 06/2020
Private Client Services Omaha NE 06/2020 12/2024
Carson Wealth Omaha NE 01/2024 Present
Cwm, Llc Omaha NE 01/2024 Present
  • 01/2013 → 06/2020
    Nabors Drilling Technologies
    Williston, ND
  • 03/2018 → 06/2020
    Corkscrew Wine Bar
    Omaha, NE
  • 11/2017 → 06/2020
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 06/2020 → 12/2024
    Omaha, NE
  • 06/2018 → 06/2020
    Cetera Advisor Networks Llc
    Omaha, NE
  • 06/2020 → 12/2024
    Private Client Services
    Omaha, NE
  • 01/2024 → Present
    Carson Wealth
    Omaha, NE
  • 01/2024 → Present
    Omaha, NE
Previous Registrations
Other Businesses

NAME OF BUSINESS: Keep Nebraska Beautiful NATURE: Helping individuals, businesses and communities reduce waste and promote sustainability START: 02/01/2020 POSITION: Board member APPX. HRS/MONTH: 7 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 03 DUTIES: Assist and guide team with planning and implementation of programs. NAME OF BUSINESS: PopLily LLC NATURE: Holistic wellness coaching program and yoga studio. START: 12/07/2023 POSITION: Owner APPX. HRS/MONTH: 5 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Assist with business planning and budgetary guidance. NAME OF BUSINESS: Business Ethics Alliance NATURE: Podcast START: 07/01/2021 POSITION: Host APPX. HRS/MONTH: 4 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 50 DUTIES: Host NAME OF BUSINESS: Breakthrough Type1 NATURE: Accelerating life-changing breakthroughs to cure, prevent, and treat type 1 diabetes and its complications. START: 06/01/2025 POSITION: Board Member APPX. HRS/MONTH: 3 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 50 DUTIES: Assist team with planning, fundraising, and implementing local strategies for programs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-01
  • S66 Uniform Combined State Law Examination
    2018-06-01
Other Names
  • Douglas Blake Peterson Jr

View on SEC IAPD

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