Sarah Mckenzi Kelley

Current Employers

Cwm, Llc

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

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2025-07-16

SC RA
APPROVED

Since 2025-07-16

Branch Locations

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

10704 Clemson Blvd, Seneca, SC 29678 • 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

Organization	City	State	From	To
Student	West Union	SC	06/2014	08/2020
Crescent Financial Advisors	Seneca	SC	06/2020	06/2024
Crescent Financial Advisors	Seneca	SC	06/2024	Present
Cwm, Llc	Seneca	SC	07/2025	Present
Crescent Financial Advisors	Seneca	SC	07/2025	Present

06/2014 → 08/2020

Student

West Union, SC
06/2020 → 06/2024

Crescent Financial Advisors

Seneca, SC
06/2024 → Present

Crescent Financial Advisors

Seneca, SC
07/2025 → Present

Cwm, Llc

Seneca, SC
07/2025 → Present

Crescent Financial Advisors

Seneca, SC

Previous Registrations

2024-07-12 → 2026-03-30

Crescent Financial Advisors

Seneca, SC

Other Businesses

NAME OF BUSINESS: N/A NATURE: Notary START: 7/13/20 POSITION: Notary APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Notarized Client paperwork as needed