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Stephanie Boeke

Birdrock Wealth

Austin, TX

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Current Employers
Birdrock Wealth

9433 Bee Cave Rd Bldg 2, Suite 203, Austin, TX 78733 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2013-03-08
  • TX RA
    APPROVED
    Since 2013-03-08

Branch Locations

9433 Bee Cave Rd Bldg 2, Suite 203, Austin, TX 78733 • 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
Merril Lynch Bank Of America Austin TX 09/2012 Present
  • 09/2012 → Present
    Merril Lynch Bank Of America
    Austin, TX
Other Businesses

MS. BOEKE HAS SMALL A NON INVESTMENT-RELATED BUSINESS SELLING LETTERS FROM SANTA CLAUSE TO KIDS. SHE IS THE SOLD OWNER AND OPERATOR OF THE BUSINESS AND SPENDS 3-5 HOURS OVER THE WEEKEND ON IT.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-07
  • S65 Uniform Investment Adviser Law Examination
    2013-03-07

View on SEC IAPD

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