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Inactive

Dana Fambrough Bath

Cwm, LLC

Englewood, CO

Omaha, NE

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-07-09
TX RA APPROVED 2025-07-08
  • CO RA
    APPROVED
    Since 2025-07-09
  • TX RA
    APPROVED
    Since 2025-07-08

Branch Locations

9635 Maroon Circle, Ste. 440, Englewood, CO 80112 • 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
Aveo Capital Partners, Llc Englewood CO 03/2013 10/2025
Cwm, Llc Omaha NE 07/2025 Present
Carson Wealth Englewood CO 07/2025 Present
  • 03/2013 → 10/2025
    Aveo Capital Partners, Llc
    Englewood, CO
  • 07/2025 → Present
    Cwm, Llc
    Omaha, NE
  • 07/2025 → Present
    Carson Wealth
    Englewood, CO
Previous Registrations
  • 2013-03-21 → 2025-10-02
    Aveo Capital Partners, Llc
    Englewood, CO
  • 2010-11-05 → 2013-05-28
    Laurus Financial Services
    Highlands Ranch, CO
  • 2012-01-23 → 2013-04-18
    Avant-Garde Advisors Llc
    Centennial, CO
  • 2008-02-07 → 2012-09-27
    Ipro One Management, Inc.
    Englewood, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-02-06
  • S65 Uniform Investment Adviser Law Examination
    2008-02-06

View on SEC IAPD

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