TR
Thomas Rush
CWM
Yuma, AZ 85364
Some features on this profile are disabled
CRD#: 2451788
TR
Professional summary
Thomas Rush, AIF®, who also goes by Thomas Mcdonald Rush, Tom Rush, is a registered financial advisor currently at CWM, LLC located in Yuma, Arizona.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Thomas has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Thomas Mcdonald Rush | Tom Rush
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Youknowit LLC; Real Estate; 12/31/21; Partner; APPX. HRS/MONTH: 0; % HRS/MO DURING TRADING HOURS: 0 2. Rio Colorado Chapter Historical Board; Non-profit historical; 8/1/22; Board member; APPX. HRS/MONTH: 1; % HRS/MO DURING TRADING HOURS: 0; DUTIES: Board responsibilities 3. 1st Ave Downtown LLC; Real Estate; 8/17/23; Partner; APPX. HRS/MONTH: 1; % HRS/MO DURING TRADING HOURS: 0 4. Yuma Business Center LLC; Real Estate; 12/1/22; Silent member; APPX. HRS/MONTH: 1; % HRS/MO DURING TRADING HOURS: 0 5. Care Yuma LLC; Real Estate; 12/1/20; Owner; APPX. HRS/MONTH: 1; % HRS/MO DURING TRADING HOURS: 0 6. Downtown Mex LLC; Real Estate; 12/1/20; Partner; APPX. HRS/MONTH: 1; % HRS/MO DURING TRADING HOURS: 0 7. Tacna Ag Housing LLC; Real Estate; 2/10/21; Co-owner; APPX. HRS/MONTH: 1; % HRS/MO DURING TRADING HOURS: 0 8. Yuma Risk Management; Property Casualty Insurance; 8/13/17; Co-owner; APPX. HRS/MONTH: 2; % HRS/MO DURING TRADING HOURS: 0 9. Del Norte LLC; Real estate, 10/14/13; Owner; APPX. HRS/MONTH: 0; % HRS/MO DURING TRADING HOURS: 0 10. Barking Dog LLC; Real estate; 2/3/98; Owner; APPX. HRS/MONTH: 0% HRS/MO DURING TRADING HOURS: 0 11. Main Street Yuma LLC; Real Estate; 9/14/18; Owner; APPX. HRS/MONTH: 0;% HRS/MO DURING TRADING HOURS: 0 12. Main Street Two LLC; Real Estate; 5/7/19; Owner; APPX. HRS/MONTH: 0; % HRS/MO DURING TRADING HOURS: 0 13. Malachite LLC; Real Estate; 2/8/05; Owner; APPX. HRS/MONTH: 0; % HRS/MO DURING TRADING HOURS: 0 14. R & R Coffee Truck Frenchies Coffee; Food truck; 6/1/21; Owner; APPX. HRS/MONTH: 1; % HRS/MO DURING TRADING HOURS: 0; Silent partner 15. Ed Foundation of Yuma; Non profit; 5/1/2021; Board member; APPX. HRS/MONTH: 1; % HRS/MO DURING TRADING HOURS: 0 16. Downtown D & R LLC; Real Estate; 10/1/2021; Owner; APPX. HRS/MONTH: 1; % HRS/MO DURING TRADING HOURS: 0 17. TMSI Family Trust; Various property, rentals, 100% owned by the trust; 9/8/15; Trustee; APPX. HRS/MONTH: 5; % HRS/MO DURING TRADING HOURS: 0; Trustee of trust, manager of the rentals and property owned by the trust 18. Better Yuma; Non-profit; 3/6/19; Board member treasurer; APPX. HRS/MONTH: 1; % HRS/MO DURING TRADING HOURS: 1; Bookkeeping with no access to funds or cash 19. Down Town R & R; Liquor license; 9/4/20; Owner; APPX. HRS/MONTH: 0; % HRS/MO DURING TRADING HOURS: 0; Hold liquor license 20. Sunset Bar & Grill LLC DBA Desert Penguin; Sports Bar & Food; 10/12/20; Owner; APPX. HRS/MONTH: 6; % HRS/MO DURING TRADING HOURS: 0; Managing partner 21. 251 Downtown LLC; Real Estate; 12/20/23; Owner; APPX. HRS/MONTH: 1; % HRS/MO DURING TRADING HOURS: 0; Oversee property manager 22. Foundation of Tucson Diocese Board; Non-profit; 8/1/24; Board member; APPX. HRS/MONTH: 1; % HRS/MO DURING TRADING HOURS: 0 23. IVWM Building LLC; Real Estate; 8/1/24; Owner; APPX. HRS/MONTH: 1; % HRS/MO DURING TRADING HOURS: 0 24. YIG LLC; Pass though; 8/4/20; Partner; APPX. HRS/MONTH: 1; % HRS/MO DURING TRADING HOURS: 0 25. Yig Corp LLC; Pass through; 8/3/20; Owner; APPX. HRS/MONTH: 1; % HRS/MO DURING TRADING HOURS: 0 26. 224 Downtown LLC; Real Estate; 3/26/25; Owner; APPX. HRS/MONTH: 1; % HRS/MO DURING TRADING HOURS: 0 27. 575 W. Chandler LLC; Real Estate; 9/1/25; Partner; APPX. HRS/MONTH: 1; % HRS/MO DURING TRADING HOURS: 0 28. Yuma Tax Group LLC; Tax service; 10/1/25; Passive owner; APPX. HRS/MONTH: 1; % HRS/MO DURING TRADING HOURS: 1; Passive investor 29. Insurance; 8/23/06; APPX. HRS/MONTH: 3; % HRS/MO DURING TRADING HOURS: 1; INSURANCE AGENT; Sells Life, Health, Disability, Annuities & LTC
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Rush's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
November 11, 2019 - Present
CWM, LLC
Office #1: 182 E 16th St. Suite D, Yuma, AZ 85364Office #2: 1239 W Main Street, El Centro, CA 92243RIA
CRD#: 155344
Yuma, AZ
Past
January 12, 2018 - November 12, 2019
PRIVATE ADVISOR GROUP, LLC
RIA
CRD#: 155216
Yuma, AZ
Past
September 25, 2001 - November 22, 2019
LPL FINANCIAL LLC
RIA
CRD#: 6413
YUMA, AZ
Past
August 31, 2001 - November 22, 2019
LPL FINANCIAL LLC
BD
CRD#: 6413
YUMA, AZ
Past
January 10, 2000 - September 6, 2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
February 16, 1994 - November 10, 2000
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CL
CWM, LLC
22 WEALTH MANAGEMENT | RFC FINANCIAL PLANNERS | RETIREMENT PLANNING AND WEALTH MANAGEMENT | RETIREMENT PLANNING & WEALTH MANAGEMENT | RETIREMENT EXTENDER | RBV WEALTH MANAGEMENT | RANDALL & POBAR, LLC | PRICE FINANCIAL GROUP | PREMIER WEALTH MANAGEMENT GROUP | PLATINUM WEALTH MANAGEMENT | PINNACLE WEALTH | PINNACLE FINANCIAL GROUP | PILLAR FINANCIAL ADVISORS | PETERMAN FINANCIAL GROUP, INC. | PETERMAN FINANCIAL GROUP | PESTA & PESTA WEALTH MANAGEMENT | PARSONS WEALTH MANAGEMENT | PARISH WEALTH PARTNERS | PANGEA WEALTH | OVATION WEALTH ADVISORS | OSL, INC | OLIVIER GROUP INNOVATIVE WEALTH PLANNERS | OGDEN WEALTH | OAKESON STEINER WEALTH & RETIREMENT | NWCM | NICHOLS WEALTH PARTNERS | NETWORTH FINANCIAL, INC | NESSO WEALTH | NAVION FINANCIAL ADVISORS | NAVIGUIDE WEALTH PARTNERS, INC. | NAUTICA WEALTH ADVISORS | MORGAN WEALTH | MITLIN FINANCIAL | MELERINE WEALTH MANAGEMENT | MEIKLE FINANCIAL GROUP | MEATH WEALTH ADVISORS | MAMMOTH FINANCIAL | MAIN STREET FINANCIAL LIFE ADVISORS, LLC | MAG WEALTH MANAGEMENT | LUND WEALTH MANAGEMENT | LOTUS BRIDGE WEALTH MANAGEMENT | LIONS GATE WEALTH MANAGEMENT, LLC | LIONS GATE WEALTH | LATITUDE WEALTH MANAGEMENT | LATITUDE WEALTH | LANE BROTHERS INVESTMENT COUNSEL | LANE BROTHERS & COMPANY, INC | LANE BROTHERS & CO. | KUHLMANN FINANCIAL | KEYSTONE FINANCIAL | KANAI WEALTH MANAGEMENT GROUP | KABAREC FINANCIAL ADVISORS | JON BAKER FINANCIAL GROUP | JACOB WILLIAM ADVISORY | INTEGRATED WEALTH MANAGEMENT | HORIZON FINANCIAL GROUP | HOLLAR WEALTH | HOFFMEYER WEALTH MANAGEMENT | HIRST FINANCIAL INDEPENDENCE PLANNING | HERITAGE FINANCIAL | HARRISON WALLACE FINANCIAL GROUP, LTD | HARRISON WALLACE | HAL-OTEY FINANCIAL | HAL OTEY FINANCIAL WEALTH MANAGEMENT & RETIREMENT PLANNING | GWA | GRIMM-SCHLIPMAN FINANCIAL | GRAVES FINANCIAL WEALTH MANAGEMENT | GRANITE WEALTH STRATEGIES | GOLD FAMILY WEALTH | GERTSEMA WEALTH ADVISORS | GERTSEMA WEALTH | GEIST FAMILY WEALTH | GAAM WEALTH ADVISORS, INC. | FORTIS FINANCIAL PARTNERS | FLP FINANCIAL | FLASHPOINT FINANCIAL SERVICES | FINANCIAL MANAGEMENT INC. | FINANCIAL INDEPENDENCE PLANNING, INC. | FINANCIAL IMPACT ADVISORS | FFR WEALTH TEAM | FCM FINANCIAL PLANNING | FCM FINANCIAL | FAMILY WEALTH MANAGEMENT GROUP | EQUITY PLANNING INC | EQUANIMITY WEALTH MANAGEMENT | ENTIRETY | DYNAMIC LEGACY PLANNING | DSF WEALTH MGMT | DSF WEALTH MANAGEMENT, LLC | DRIVEN WEALTH STRATEGIES | DORHOUT RETIREMENT SERVICES | DILLON WEALTH MANAGEMENT GROUP | DIAMOND WEALTH MANAGEMENT | DIAMOND WEALTH ADVISORS | DENVER CAPITAL GROUP | CWMG-WEST DES MOINES | CWMG - WALTHAM | CWMG - COLORADO SPRINGS | CWMG | CWM, LLC | CULTIVATE WEALTH, LLC | CRESCENT FINANCIAL ADVISORS | CORNERSTONE WEALTH MANAGEMENT GROUP | CORNERSTONE WEALTH ADVISORS | CONCIERGE WEALTH MANAGEMENT GROUP | COLLECTIVE ADVISORS | CODY FINANCIAL ADVISORS | CLEAR RESOURCE GROUP | CLARITY WEALTH | CHESSMAN WEALTH STRATEGIES | CARSON WEALTH-TRUE NORTH FINANCIAL | CARSON WEALTH-THE SHOBE FINANCIAL GROUP | CARSON WEALTH-FISHER FINANCIAL ADVISORS | CARSON WEALTH MANAGEMENT GROUP | CARSON WEALTH | CARSON PARTNERS | CARSON INSTITUTIONAL ALLIANCE (CIA) | CARSON INSTITUTIONAL | CARSON GROUP PARTNERS | CARSON GROUP HOLDINGS | CARSON GROUP | CARSON | CADWELL WEALTH | BUTTERWORTH FINANCIAL GROUP | BUCKLEY INVESTMENT GROUP, LLC | BUCKLEY | BRIDGES PRIVATE WEALTH | BOSTON RETIREMENT GROUP | BMY WEALTH MANAGEMENT GROUP | BMY WEALTH | BLUEPRINT WEALTH MANAGEMENT | BLOOM WEALTH ADVISORS | BENDER FINANCIAL | BARRINGTON WEALTH MANAGEMENT | BAIN WEALTH MANAGEMENT | AVERY WEALTH, INC. | ASSET ADVISORS, LLC | ASPIRE FINANCIAL PLANNING | ART OF WEALTH MANAGEMENT | ARS INVESTMENT ADVISORS, INC. | ARMSTRONG PURSELLEY WEATH MANAGEMENT GROUP | ARMSTRONG PURSELLEY WEALTH MANAGEMENT | APTUS WEALTH PLANNING | APTUS WEALTH MANAGEMENT GROUP | APPLIED FINANCIAL PLANNING | APPLIED FINANCIAL | ALLGOOD FINANCIAL ADVISORY | ALEXANDER LEGACY PRIVATE WEALTH | ALBRITTON FINANCIAL SERVICES | ADVANCED RETIREMENT STRATEGIES | ABUNDANT LIFE FINANCIAL | ABBS RETIREMENT PLANNING ADVISORS | ABARIS FINANCIAL GROUP, LLC | ABARIS FINANCIAL GROUP | AAM FINANCIAL PLANNING AND INVESTMENTS | 360° WEALTH ADVISOR...
CRD#: 155344 / SEC#: 801-72037
RIA
Registered Investment Advisory firm - (1/3/2011 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(11/13/2019)
IAR
California(1/21/2025)
IAR
Texas(11/11/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
CL
CWM, LLC
22 WEALTH MANAGEMENT | RFC FINANCIAL PLANNERS | RETIREMENT PLANNING AND WEALTH MANAGEMENT | RETIREMENT PLANNING & WEALTH MANAGEMENT | RETIREMENT EXTENDER | RBV WEALTH MANAGEMENT | RANDALL & POBAR, LLC | PRICE FINANCIAL GROUP | PREMIER WEALTH MANAGEMENT GROUP | PLATINUM WEALTH MANAGEMENT | PINNACLE WEALTH | PINNACLE FINANCIAL GROUP | PILLAR FINANCIAL ADVISORS | PETERMAN FINANCIAL GROUP, INC. | PETERMAN FINANCIAL GROUP | PESTA & PESTA WEALTH MANAGEMENT | PARSONS WEALTH MANAGEMENT | PARISH WEALTH PARTNERS | PANGEA WEALTH | OVATION WEALTH ADVISORS | OSL, INC | OLIVIER GROUP INNOVATIVE WEALTH PLANNERS | OGDEN WEALTH | OAKESON STEINER WEALTH & RETIREMENT | NWCM | NICHOLS WEALTH PARTNERS | NETWORTH FINANCIAL, INC | NESSO WEALTH | NAVION FINANCIAL ADVISORS | NAVIGUIDE WEALTH PARTNERS, INC. | NAUTICA WEALTH ADVISORS | MORGAN WEALTH | MITLIN FINANCIAL | MELERINE WEALTH MANAGEMENT | MEIKLE FINANCIAL GROUP | MEATH WEALTH ADVISORS | MAMMOTH FINANCIAL | MAIN STREET FINANCIAL LIFE ADVISORS, LLC | MAG WEALTH MANAGEMENT | LUND WEALTH MANAGEMENT | LOTUS BRIDGE WEALTH MANAGEMENT | LIONS GATE WEALTH MANAGEMENT, LLC | LIONS GATE WEALTH | LATITUDE WEALTH MANAGEMENT | LATITUDE WEALTH | LANE BROTHERS INVESTMENT COUNSEL | LANE BROTHERS & COMPANY, INC | LANE BROTHERS & CO. | KUHLMANN FINANCIAL | KEYSTONE FINANCIAL | KANAI WEALTH MANAGEMENT GROUP | KABAREC FINANCIAL ADVISORS | JON BAKER FINANCIAL GROUP | JACOB WILLIAM ADVISORY | INTEGRATED WEALTH MANAGEMENT | HORIZON FINANCIAL GROUP | HOLLAR WEALTH | HOFFMEYER WEALTH MANAGEMENT | HIRST FINANCIAL INDEPENDENCE PLANNING | HERITAGE FINANCIAL | HARRISON WALLACE FINANCIAL GROUP, LTD | HARRISON WALLACE | HAL-OTEY FINANCIAL | HAL OTEY FINANCIAL WEALTH MANAGEMENT & RETIREMENT PLANNING | GWA | GRIMM-SCHLIPMAN FINANCIAL | GRAVES FINANCIAL WEALTH MANAGEMENT | GRANITE WEALTH STRATEGIES | GOLD FAMILY WEALTH | GERTSEMA WEALTH ADVISORS | GERTSEMA WEALTH | GEIST FAMILY WEALTH | GAAM WEALTH ADVISORS, INC. | FORTIS FINANCIAL PARTNERS | FLP FINANCIAL | FLASHPOINT FINANCIAL SERVICES | FINANCIAL MANAGEMENT INC. | FINANCIAL INDEPENDENCE PLANNING, INC. | FINANCIAL IMPACT ADVISORS | FFR WEALTH TEAM | FCM FINANCIAL PLANNING | FCM FINANCIAL | FAMILY WEALTH MANAGEMENT GROUP | EQUITY PLANNING INC | EQUANIMITY WEALTH MANAGEMENT | ENTIRETY | DYNAMIC LEGACY PLANNING | DSF WEALTH MGMT | DSF WEALTH MANAGEMENT, LLC | DRIVEN WEALTH STRATEGIES | DORHOUT RETIREMENT SERVICES | DILLON WEALTH MANAGEMENT GROUP | DIAMOND WEALTH MANAGEMENT | DIAMOND WEALTH ADVISORS | DENVER CAPITAL GROUP | CWMG-WEST DES MOINES | CWMG - WALTHAM | CWMG - COLORADO SPRINGS | CWMG | CWM, LLC | CULTIVATE WEALTH, LLC | CRESCENT FINANCIAL ADVISORS | CORNERSTONE WEALTH MANAGEMENT GROUP | CORNERSTONE WEALTH ADVISORS | CONCIERGE WEALTH MANAGEMENT GROUP | COLLECTIVE ADVISORS | CODY FINANCIAL ADVISORS | CLEAR RESOURCE GROUP | CLARITY WEALTH | CHESSMAN WEALTH STRATEGIES | CARSON WEALTH-TRUE NORTH FINANCIAL | CARSON WEALTH-THE SHOBE FINANCIAL GROUP | CARSON WEALTH-FISHER FINANCIAL ADVISORS | CARSON WEALTH MANAGEMENT GROUP | CARSON WEALTH | CARSON PARTNERS | CARSON INSTITUTIONAL ALLIANCE (CIA) | CARSON INSTITUTIONAL | CARSON GROUP PARTNERS | CARSON GROUP HOLDINGS | CARSON GROUP | CARSON | CADWELL WEALTH | BUTTERWORTH FINANCIAL GROUP | BUCKLEY INVESTMENT GROUP, LLC | BUCKLEY | BRIDGES PRIVATE WEALTH | BOSTON RETIREMENT GROUP | BMY WEALTH MANAGEMENT GROUP | BMY WEALTH | BLUEPRINT WEALTH MANAGEMENT | BLOOM WEALTH ADVISORS | BENDER FINANCIAL | BARRINGTON WEALTH MANAGEMENT | BAIN WEALTH MANAGEMENT | AVERY WEALTH, INC. | ASSET ADVISORS, LLC | ASPIRE FINANCIAL PLANNING | ART OF WEALTH MANAGEMENT | ARS INVESTMENT ADVISORS, INC. | ARMSTRONG PURSELLEY WEATH MANAGEMENT GROUP | ARMSTRONG PURSELLEY WEALTH MANAGEMENT | APTUS WEALTH PLANNING | APTUS WEALTH MANAGEMENT GROUP | APPLIED FINANCIAL PLANNING | APPLIED FINANCIAL | ALLGOOD FINANCIAL ADVISORY | ALEXANDER LEGACY PRIVATE WEALTH | ALBRITTON FINANCIAL SERVICES | ADVANCED RETIREMENT STRATEGIES | ABUNDANT LIFE FINANCIAL | ABBS RETIREMENT PLANNING ADVISORS | ABARIS FINANCIAL GROUP, LLC | ABARIS FINANCIAL GROUP | AAM FINANCIAL PLANNING AND INVESTMENTS | 360° WEALTH ADVISOR...
CRD#: 155344 / SEC#: 801-72037
RIA
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Contact information
Main Address
14600 Branch St., Omaha, NE 68154
Mailing Address
Phone number
(402) 330-0808
Established
Firm type
Fiscal year end
# of Employees
1,314
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,944 |
| AUM (Assets Under Management) | $ 33,775,526,748 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CWM, LLC
CRD#: 155344Yuma, AZ 85364TRUST BUT VERIFY
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