Best Investors Account Sign in
Inactive

Amy Lofton Hall

Cwm, LLC

Omaha, NE

Baton Rouge, LA

Claim This Profile
Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-03-09
  • LA RA
    APPROVED
    Since 2026-03-09

Branch Locations

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

4609 Bluebonnet Blvd. Suite A, Baton Rouge, LA 70809 • 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
Department Of Corrections Credit Union Baton Rouge LA 06/2011 04/2024
Olivier Group Baton Rouge LA 04/2024 Present
Cwm, Llc Omaha NE 02/2026 Present
  • 06/2011 → 04/2024
    Department Of Corrections Credit Union
    Baton Rouge, LA
  • 04/2024 → Present
    Olivier Group
    Baton Rouge, LA
  • 02/2026 → Present
    Omaha, NE
Other Businesses

Dale Carnegie DBA The Winner Institute Non-Investment Related 10988 N. Harrell's Ferry Rd, Suite 3 Baton Rouge, LA 70816 Coaching and Personal Development Instructor Began Employment: September 2023 15 hours / month No hours are devoted during securities trading hours I facilitate the Dale Carnegie Course one night per week. It is a How to Win Friends and Influence People course.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-09
  • S65 Uniform Investment Adviser Law Examination
    2026-02-09

View on SEC IAPD

More in Omaha, NE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor