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Sarah Shaelyn Billings

Cwm, LLC

Omaha, NE

Stephenville, TX

CRD 7565068

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Employer firm

Cwm, LLC CRD 155344

$50.6B regulatory AUM 248 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS

From the firm’s Form ADV. Read the guides:

Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-18
  • TX RA
    APPROVED
    Since 2026-03-18

Branch Locations

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

1300 Pecan Hill Dr, Stephenville, TX 76401 • 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
Bmy Financial Securities, Inc. Granbury TX 06/2022 Present
Texas Workforce Commission Granbury TX 06/2021 06/2022
Equus Workforce Solutions Granbury TX 12/2020 06/2021
Homemaker Stephenville TX 07/2014 12/2020
Cetera Advisor Networks El Segundo CA 06/2022 07/2023
Cetera Advisor Networks El Segundo CA 07/2023 10/2025
Cwm, Llc Omaha NE 03/2026 Present
  • 06/2022 → Present
    Bmy Financial Securities, Inc.
    Granbury, TX
  • 06/2021 → 06/2022
    Texas Workforce Commission
    Granbury, TX
  • 12/2020 → 06/2021
    Equus Workforce Solutions
    Granbury, TX
  • 07/2014 → 12/2020
    Homemaker
    Stephenville, TX
  • 06/2022 → 07/2023
    Cetera Advisor Networks
    El Segundo, CA
  • 07/2023 → 10/2025
    Cetera Advisor Networks
    El Segundo, CA
  • 03/2026 → Present
    Cwm, Llc
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-04
  • S65 Uniform Investment Adviser Law Examination
    2026-03-04
Other Names
  • Sarah Shaelyn Egdorf
  • Shaelyn Billings
  • Shaelyn Egdorf

View on SEC IAPD

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