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Shanna Marie Templeton

Cwm, LLC

Omaha, NE

Scottsdale, AZ

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-05-19
  • AZ RA
    APPROVED
    Since 2023-05-19

Branch Locations

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

21090 N Pima Road, Scottsdale, AZ 85255 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Silverhawk Asset Management, Llc Scottsdale AZ 12/2013 03/2024
Cwm, Llc Omaha NE 04/2023 Present
Silverhawk Private Wealth Scottsdale AZ 05/2023 01/2026
Silverhawk Private Wealth Scottsdale AZ 01/2026 Present
  • 12/2013 → 03/2024
    Silverhawk Asset Management, Llc
    Scottsdale, AZ
  • 04/2023 → Present
    Omaha, NE
  • 05/2023 → 01/2026
    Silverhawk Private Wealth
    Scottsdale, AZ
  • 01/2026 → Present
    Silverhawk Private Wealth
    Scottsdale, AZ
Previous Registrations
Other Businesses

NAME OF BUSINESS: N/A NATURE: Notary START: 10/31/2022 POSITION: Arizona Notary APPX. HRS/MONTH: 2 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Notarize documents

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-11
S63 Uniform Securities Agent State Law Examination 2002-02-01
  • S66 Uniform Combined State Law Examination
    2013-03-11
  • S63 Uniform Securities Agent State Law Examination
    2002-02-01
Other Names
  • Shanna M Rivera
  • Shanna Marie Blanchette
  • Shanna Marie Rivera

View on SEC IAPD

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