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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-07-17 |
Branch Locations
10704 Clemson Blvd,, Seneca, SC 29678 • United States
14600 Branch St., Omaha, NE 68154 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clemson - Eps Advisors, Llc | Seneca | SC | 03/2010 | Present |
| Cwm, Llc | Omaha | NE | 07/2025 | Present |
| Crescent Financial Advisors | Seneca | SC | 07/2025 | Present |
1) SKANSEN REAL ESTATE RENTAL OWNER NON-SECURITIES RELATED REAL ESTATE COMPANY. 2) Jan S. Fredman; start date 3/2010; insurance sales; 10704 Clemson Blvd Seneca SC 29678; investment related; 5 hours/month 3) Bayou Capital LLC REAL ESTATE RENTAL OWNER NON-SECURITIES RELATED REAL ESTATE COMPANY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1985-04-15 |
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