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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-27 |
| NE | RA | APPROVED | 2023-04-25 |
Branch Locations
601 State Street, Ste. 425, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Splashway Family Waterpark | Sheridan | TX | 05/2015 | 08/2018 |
| H-E-B | Bryan | TX | 05/2019 | 08/2021 |
| Carson Group | Omaha | NE | 06/2022 | 11/2023 |
| Sacred Heart Catholic School | Hallettsville | TX | 04/2013 | 05/2017 |
| Texas A&M University | College Station | TX | 08/2017 | 05/2022 |
| Cwm, Llc Dba Carson Partners | Omaha | NE | 06/2022 | 11/2023 |
| Armstrong Purselley Wealth Management Group Llc | Bedford | TX | 01/2024 | Present |
| Unemployed | Euless | TX | 12/2023 | 01/2024 |
| Cwm, Dba Carson Partners - Crd # 155344 | Bedford | TX | 01/2024 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2024 | Present |
| Cwm, Llc Dba Carson Wealth | Bedford | TX | 01/2024 | Present |
1. NAME OF OTHER BUSINESS: CWM, DBA CARSON PARTNERS - CRD # 155344 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING AND ADDITIONAL ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: WEALTH PLANNING ADMINISTRATOR START DATE: 1/2024 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: PROVIDING OPERATIONAL SUPPORT TO REPS WHEN NEEDED; 2. NAME OF OTHER BUSINESS: ARMSTRONG PURSELLEY WEALTH MANAGEMENT GROUP LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR PAYROLL PURPOSES START DATE: 1/2024 POSITION/TITLE/RELATIONSHIP: WEALTH PLANNING ADMINISTRATOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: PROVIDING OPERATIONAL SUPPORT TO REPS WHEN NEEDED; 3. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON WEALTH INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR MARKETING START DATE: 1/2024 POSITION/TITLE/RELATIONSHIP: WEALTH PLANNING ADMINISTRATOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: PROVIDING OPERATIONAL SUPPORT TO REPS WHEN NEEDED;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-05-21 |
| S65 | Uniform Investment Adviser Law Examination | 2022-07-22 |
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