Sharon Ifrach

Current Employers

Employment History

• 01/2013 → 07/2020
  Cetera Advisors Llc
  Denver, CO
• 01/2017 → 06/2020
  Bright Futures Wealth Management, Llc
  Rockville, MD
• 07/2020 → Present
  Private Client Services
  Rockville, MD

Previous Registrations

• 2017-01-24 → 2020-07-24
  Bright Futures Wealth Management, Llc
  Rockville, MD
• 2010-12-03 → 2019-12-31
  Cetera Advisors Llc
  Webster, NY
  Rockville, MD
• 2009-06-10 → 2010-12-16
  Msi Financial Services, Inc.
  Rockville, MD
  Baltimore, MD
  Gaithersburg, MD
  Columbia, MD
  Olney, MD

Other Businesses

1)INSURANCE PRODUCER. 1700 ROCKVILLE PIKE, STE 400, ROCKVILLE, MD 20852. MARKET, SOLICIT AND MANAGE FIXED INSURANCE SOLUTIONS FOR INDIVIDUAL CONSUMERS. MANAGE ALL ASPECTS OF THE BUSINESS. 5 HRS/MO; 5 DURING TRADING HRS. 2) BL REAL ESTATE. 1700 ROCKVILLE PIKE, STE 400, ROCKVILLE, MD 20852. REAL ESTATE RENTAL BUSINESS. I PURCHASE SINGLE FAMILY RESIDENCES TO HOLD AND COLLECT MONTHLY INCOME. HELP TO MANAGE THE OPERATIONS OF THE BUSINESS. COMMUNICATE WITH THE PROPERTY MANAGEMENT COMPANY. APPROVE EXPENSES. LOOK FOR NEW PROPERTIES. 2 HRS/MO; 2 DURING TRADING HRS. 3) BRIGHTLINE FINANCIAL - TAX MANAGEMENT OPERATIONS. 1700 ROCKVILLE PIKE, STE 400, ROCKVILLE, MD 20852. TAX PREPARATION AND ACCOUNTING SERVICES. I CONTRACT WITH A CPA FIRM TO COMPLETE TAX PREPARATION AND SERVICES. PREPARE COVER SHEETS FOR THE CPA. COMMUNICATE WITH MY CLIENTS ABOUT CPA'S FINDINGS. FEES ARE COLLECTED. 1 HR/MO; 1 DURING TRADING HRS. 4) NBL REAL ESTATE. 1700 ROCKVILLE PIKE, STE 400, ROCKVILLE, MD 20852. I INVEST IN MIXED USED (COMMERCIAL AND RESIDENTIAL PROPERTIES) TO HOLD AND COLLECT MONTHLY RENT. HELP TO MANAGE THE OPERATIONS OF THE BUSINESS. COMMUNICATE WITH THE PROPERTY MANAGEMENT COMPANY. APPROVE EXPENSES. LOOK FOR NEW PROPERTIES. 1 HR/MO; 1 DURING TRADING HRS. 5) BL MONT, LTD. HAZAYIT 8, EIN AYALA ISREAL 3082500. BUSINESS CONSULTING FIRM THAT WORKS TO INCREASE EFFICIENCY AND EFFECTIVENESS WITH SMALL BUSINESS OPERATOINS. NO INVESTMENT ACTIVITY. OWNER, PART-TIME CONSULTANT. 10 HRS/MO; 0 DURING TRADING HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-05-11
• S63 Uniform Securities Agent State Law Examination
  2007-08-02

Other Names

• Ron Ifrach
• Sharon Ifrach