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Ryan Boy M Omli

Sharebuilder 401K

Seattle, WA

CRD 5259752

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Employer firm

Sharebuilder 401K CRD 300537

5,500 advisory clients

Reported services (Item 5G)

  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Sharebuilder 401K

801 Second Ave Suite 1400, Seattle, WA 98104 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2021-07-19
  • WA RA
    APPROVED
    Since 2021-07-19

Branch Locations

801 Second Ave Suite 1400, Seattle, WA 98104 • 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
OrganizationCityStateFromTo
Capital One Investing, Inc. Seattle WA 11/2006 06/2018
The Boeing Co. Auburn WA 07/2018 06/2021
  • 11/2006 → 06/2018
    Capital One Investing, Inc.
    Seattle, WA
  • 07/2018 → 06/2021
    The Boeing Co.
    Auburn, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-19
S63 Uniform Securities Agent State Law Examination 2008-09-25
  • S65 Uniform Investment Adviser Law Examination
    2021-07-19
  • S63 Uniform Securities Agent State Law Examination
    2008-09-25
Other Names
  • Ryan Boy M Omli

View on SEC IAPD

Nearby Firms

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EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC
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Nearby Investors

JOHN DAVID ALBERG
JEFFREY ALAN MULLEN
CHRIS DARRYL FEATHERSTONE

Nearby Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA

More in Seattle, WA

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