Best Investors Account Sign in

Teal Madison Schoonover

Cwm, LLC

Brooklyn, NY

Omaha, NE

Claim This Profile
Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-08-25
  • NY RA
    APPROVED
    Since 2026-08-25

Branch Locations

Brooklyn, NY • 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
Ubs Financial Services, Inc. New York NY 06/2024 08/2026
Harrison Llp Brooklyn NY 02/2024 06/2024
Husch Blackwell Llp Los Angeles CA 12/2022 02/2024
Schwartz And Shapiro Llp Los Angeles CA 03/2020 12/2022
Keystone Law Group Pc Los Angeles CA 10/2018 03/2020
Ferruzzo And Ferruzzo Llp Newport Beach CA 02/2017 10/2018
Pepperdine University Center For Estate And Gift Planning Malibu CA 06/2016 12/2016
Pepperdine University Caruso School Of Law Malibu CA 08/2014 05/2017
Cwm, Llc Dba Carson Partners Omaha NE 08/2026 Present
Cetera Wealth Services, Llc El Segundo CA 08/2026 Present
Cwm, Llc Dba Carson Group Holdings Omaha NE 08/2026 Present
  • 06/2024 → 08/2026
    New York, NY
  • 02/2024 → 06/2024
    Harrison Llp
    Brooklyn, NY
  • 12/2022 → 02/2024
    Husch Blackwell Llp
    Los Angeles, CA
  • 03/2020 → 12/2022
    Schwartz And Shapiro Llp
    Los Angeles, CA
  • 10/2018 → 03/2020
    Keystone Law Group Pc
    Los Angeles, CA
  • 02/2017 → 10/2018
    Ferruzzo And Ferruzzo Llp
    Newport Beach, CA
  • 06/2016 → 12/2016
    Pepperdine University Center For Estate And Gift Planning
    Malibu, CA
  • 08/2014 → 05/2017
    Pepperdine University Caruso School Of Law
    Malibu, CA
  • 08/2026 → Present
    Cwm, Llc Dba Carson Partners
    Omaha, NE
  • 08/2026 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 08/2026 → Present
    Cwm, Llc Dba Carson Group Holdings
    Omaha, NE
Previous Registrations
Other Businesses

1. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON PARTNERS 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: PRIVATE CLIENT SERVICES FINANCIAL PLANNER START DATE: 08/2026 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER ADVISORY SERVICES TO MY CLIENTS IN MY CAPACITY AS AN ADVISOR. 2. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP HOLDINGS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 08/2026 POSITION/TITLE/RELATIONSHIP: PRIVATE CLIENT SERVICES FINANCIAL PLANNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 3. NAME OF OTHER BUSINESS: BEVERLY HILLS BAR ASSOCIATION, TRUSTS AND ESTATES LAW SECTION INVESTMENT RELATED: NO ADDRESS: BEVERLY HILLS, CA NATURE OF BUSINESS: ESTATE SERVICES START DATE: 08/2021 POSITION/TITLE/RELATIONSHIP: CO-CHAIR APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: HELP ORGANIZE WEBINARS FOR THE TRUST AND ESTATES SECTION.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-31
  • S66 Uniform Combined State Law Examination
    2024-10-31
Other Names
  • Teal Madison Pine

View on SEC IAPD

More in Brooklyn, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor