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Detailed Report
CONNOR KHUSHRU WHITE
CRD#: 7594894
IA
Investment Adviser
CWM, LLCCRD#: 155344 215 Farm Lane
Doylestown, PA 18901
Registration History
JulOct2023AprJulOct2024AprJulOct2025AprJulOct2026IACWM, LLC (CRD# 155344)2023 - Present (1 year)
License(s)

State Registrations

IA
Nebraska 5/31/2023
IA
Pennsylvania 7/1/2024
Current Registration(s)
IA
CWM, LLC (CRD#:155344)
215 Farm Lane, Doylestown, PA 18901
Registered with this firm since 5/31/2023
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.
IA
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.