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Dillon Plath

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 2025-12-12
  • NE RA
    APPROVED
    Since 2025-12-12

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
Carson Group Omaha NE 07/2022 09/2023
Primetime Healthcare Omaha NE 06/2021 07/2022
Werner Enterprises Omaha NE 08/2017 06/2021
University Of Nebraska At Omaha Omaha NE 08/2013 05/2017
Cwm, Llc Omaha NE 12/2025 Present
Carson Group Omaha NE 09/2023 Present
  • 07/2022 → 09/2023
    Carson Group
    Omaha, NE
  • 06/2021 → 07/2022
    Primetime Healthcare
    Omaha, NE
  • 08/2017 → 06/2021
    Werner Enterprises
    Omaha, NE
  • 08/2013 → 05/2017
    University Of Nebraska At Omaha
    Omaha, NE
  • 12/2025 → Present
    Cwm, Llc
    Omaha, NE
  • 09/2023 → Present
    Carson Group
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-19
  • S65 Uniform Investment Adviser Law Examination
    2025-08-19

View on SEC IAPD

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