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George White

CEO at CWM

Investment adviser and broker registrationsOmaha, NESEC record checked 17 October 2026

22
Years in the industry
4
Years at the firm
7
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

George White is CEO of CWM, LLC, a Omaha investment adviser managing $50.6B. George White has been registered through CWM since 2 May 2022, has 22 years in the industry across 7 firms and has passed 7 licensing exams.

Role at CWM

Title on Schedule A
CEO
Control
George White is a control person of CWM.
Ownership
An individual ownership band is not available in the source record.
Tenure
George White has held the filed role since October 2023.

The firm

CWM, LLC
Omaha, NE

Form ADV filed 30 September 2026

$50.6B AUM52,669 clients472 advisers26 offices

Career on record

George White has been registered through CWM since May 2022, and before that through LPL Financial LLC, Fortigent, LLC, Nestwise LLC, Uvest Financial Services Group, Inc. and Wachovia Securities, LLC.

Firms and exams, newest first
  1. Passed Series 99TO · 2023
  2. Carson Group InvestingCurrent
    – present · 4 years
    Omaha, NE · Adviser representative · Firm CRD 291744
  3. Cwm, LLCCurrent
    – present · 4 years
    Omaha, NE · Adviser representative · Firm CRD 155344
  4. Passed SIE · 2018
  5. LPL Financial LLC
    – · 5 years
    Fort Mill, SC · Adviser representative · Firm CRD 6413
  6. Fortigent, LLC
    – · 7 years
    Fort Mill, SC · Adviser representative · Firm CRD 138164
  7. Nestwise LLC
    – · 1 year
    Boston, MA · Adviser representative · Firm CRD 164466
  8. Passed Series 87 · 2011
  9. Passed Series 63 · 2010
  10. Uvest Financial Services Group, Inc.
    – · 2 years
    Boston, MA · Adviser representative · Firm CRD 13787
  11. LPL Financial LLC
    – · 9 years
    Fort Mill, SC · Adviser representative · Firm CRD 6413
  12. Passed Series 7 and Series 24 · 2007
  13. Wachovia Securities, LLC
    – · 4 years
    Richmond, VA · Adviser representative · Firm CRD 19616
  14. Passed Series 65 · 2004

Registrations and exams

George White has a current investment-adviser registration in Nebraska and has passed 7 qualifying exams.

Nebraska2 May 2022
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6329 March 2010
Name
Uniform Securities Agent State Law Examination
Series 658 March 2004
Name
Uniform Investment Adviser Law Examination
Series 2419 July 2007
Name
General Securities Principal Examination
Series 99TO2 January 2023
Name
Operations Professional Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 875 January 2011
Name
Research Analyst Exam - Part II Regulations Module
Series 79 January 2007
Name
General Securities Representative Examination

Individual record

Full name
George Burton White
CRD
3057759
Firm
CWM, LLC
Registration status
Investment adviser and broker registrations
Office
14600 BRANCH ST., Omaha, NE 68154
Firm bio
carsongroup.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Carson Group lists Burt White as chief executive officer. Carson Group, leadership team

Common questions

Where does George White work?

George White has been CEO of CWM, LLC since October 2023, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 September 2026

Is George White a financial advisor?

Yes. George White has a current investment-adviser registration in Nebraska, through CWM since May 2022, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does George White have?

George White has worked in the financial industry for 22 years as of 17 October 2026, counted from 8 March 2004, across 7 adviser firms.

Source: IAPD individual record, checked 17 October 2026

What exams has George White passed?

George White has passed 7 licensing exams: the Series 65, Series 7, Series 24, Series 63, Series 87, SIE and Series 99TO. The earliest, the Series 65, was passed in March 2004.

Source: IAPD individual record, checked 17 October 2026

Where did George White work before CWM?

Before CWM, George White was registered through LPL Financial LLC, January 2017 to May 2022; Fortigent, LLC, December 2014 to May 2022; Nestwise LLC, October 2012 to October 2013; Uvest Financial Services Group, Inc., August 2009 to December 2011; LPL Financial LLC, November 2007 to December 2016; Wachovia Securities, LLC, March 2004 to November 2007.

Source: IAPD individual record, checked 17 October 2026

Where is George White based?

George White’s registered office is in Omaha, NE.

Source: IAPD individual record, checked 17 October 2026

Leadership at CWM

Sources

  1. IAPD individual record, CRD 3057759. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of CWM, LLC, filed 30 September 2026. Title, control and ownership bands.
  3. CWM team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with George White or CWM, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.