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Inactive

Eleni Yeros

Cwm, LLC

Littleton, 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 2025-06-09
TX RA APPROVED 2025-06-09
  • CO RA
    APPROVED
    Since 2025-06-09
  • TX RA
    APPROVED
    Since 2025-06-09

Branch Locations

13976 W. Bowles Ave, Ste. 200, Littleton, CO 80127 • 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
University Of Colorado, Boulder Boulder CO 08/2015 05/2019
Webroot Broomfield CO 05/2017 08/2017
Wambolt & Associates Littleton CO 05/2018 Present
Carson Wealth Littleton CO 06/2025 Present
Cwm, Llc Omaha NE 06/2025 Present
  • 08/2015 → 05/2019
    University Of Colorado, Boulder
    Boulder, CO
  • 05/2017 → 08/2017
    Webroot
    Broomfield, CO
  • 05/2018 → Present
    Wambolt & Associates
    Littleton, CO
  • 06/2025 → Present
    Carson Wealth
    Littleton, CO
  • 06/2025 → Present
    Cwm, Llc
    Omaha, NE
Previous Registrations
  • 2019-08-15 → 2025-09-12
    Wambolt & Associates, Llc
    Littleton, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-15
  • S65 Uniform Investment Adviser Law Examination
    2019-08-15
Designations

View on SEC IAPD

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