Steven Eric Sundberg

Current Employers

Wood River Consulting

Hailey, ID • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2019-04-01
CA	RA	APPROVED	2019-03-07
UT	RA	APPROVED	2019-01-14
ID	RA	APPROVED	2018-10-08
MA	RA	APPROVED	2018-09-26

WA RA
APPROVED

Since 2019-04-01
CA RA
APPROVED

Since 2019-03-07
UT RA
APPROVED

Since 2019-01-14
ID RA
APPROVED

Since 2018-10-08
MA RA
APPROVED

Since 2018-09-26

Branch Locations

Hailey, ID • 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
Fidelity Investments	Smithfield	RI	09/2012	10/2016
Wood River Consulting, Llc	Ketchum	ID	04/2018	Present
Self Employed	Ketchum	ID	10/2016	04/2018

09/2012 → 10/2016

Fidelity Investments

Smithfield, RI
04/2018 → Present

Wood River Consulting, Llc

Ketchum, ID
10/2016 → 04/2018

Self Employed

Ketchum, ID

Other Businesses

Steven Eric Sundberg is the Founder at Snake River Venture Partner; Is the business investment related: No; Location of the business: 218 Shaun LN Hailey Idaho 83333; Description of the business: Defense Tech< National Security, National Interest Venture Firm; Responsibilities Duties: Client networking, Coaching Business Dev. networking; Start date with business: 2023-06-20; Hours per month devoted to business during trading hours: 32; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 20. Steven Eric Sundberg is the Advisor at WYO-VC.Is the business investment related: Yes; Location: 1302 Beck Ave Suite D Cody wy 82414; Description of the business: Venture Capital firm; Responsibilities Duties: Networking/Introducing potential investors; Start date with business: 2024-11-15; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 10.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-07-02
S63	Uniform Securities Agent State Law Examination	1988-12-21

S65 Uniform Investment Adviser Law Examination

2018-07-02
S63 Uniform Securities Agent State Law Examination

1988-12-21

Other Names

Steven E Sundberg

View on SEC IAPD