SHEPHERD TERI SUE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. SHEPHERD TERI SUE appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CWM, LLC | CHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER | OMAHA, NE |
| — | Form ADV | QA3 FINANCIAL LLC | TREASURER | OMAHA, NE |