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Sharebuilder 401K CRD 300537
5,500 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
801 Second Ave Suite 1400, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-07-16 |
Branch Locations
801 Second Ave Suite 1400, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Bozeman | MT | 04/2016 | 07/2019 |
| Sharebuilder Advisors | Seattle | WA | 07/2021 | Present |
| Sharebuilder Advisors | Seattle | WA | 07/2019 | 07/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-13 |
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