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Detailed Report
MARK O'NEAL STINSON
MARK O'NEAL STINSON
CRD#: 4541132
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Investment Adviser
CWM, LLCCRD#: 155344 10211 Wincopin Circle, Ste 220
Columbia, MD 21044
Registration History
2002200420062008201020122014201620182020202220242026IACWM, LLC (CRD# 155344)2023 - Present (1 year)IAFAI WEALTH MANAGEMENT (CRD# 104610)2015 - 2023 (8 years)IABALTIMORE-WASHINGTON FINANCIAL... (CRD# 159388)2012 - 2015 (2 years)IABALTIMORE WASHINGTON FINANCIAL... (CRD# 104625)2004 - 2012 (7 years)IAAXA ADVISORS, LLC (CRD# 6627)2002 - 2004 (2 years)
License(s)

State Registrations

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Maryland 8/21/2023
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Texas 8/21/2023
Current Registration(s)
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CWM, LLC (CRD#:155344)
10211 Wincopin Circle, Ste 220, Columbia, MD 21044
Registered with this firm since 8/21/2023
Previous Registration(s)
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 02/17/2015 - 12/04/2023 FAI WEALTH MANAGEMENT (CRD#:104610) COLUMBIA, MD
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 07/24/2012 - 02/19/2015 BALTIMORE-WASHINGTON FINANCIAL ADVISORS (CRD#:159388) COLUMBIA, MD
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 09/30/2004 - 08/23/2012 BALTIMORE WASHINGTON FINANCIAL ADVISORS INC (CRD#:104625) COLUMBIA, MD
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 07/15/2002 - 07/16/2004 AXA ADVISORS, LLC (CRD#:6627) COLUMBIA, MD
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.