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Inactive

Jamie Lee Alpaugh

Brio Financial Group

San Francisco, CA

San Diego, CA

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Current Employers
Brio Financial Group

19 Sutter Street, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-18
CA RA APPROVED 2020-10-07
  • TX RA
    APPROVED
    Since 2025-11-18
  • CA RA
    APPROVED
    Since 2020-10-07

Branch Locations

19 Sutter Street, San Francisco, CA 94104 • United States

San Diego, CA • 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
Brio Financial Group San Fancisco CA 06/2020 Present
Unemployed San Francisco CA 01/2020 06/2020
Van Iwaarden Associates Minneapolis MN 08/2018 01/2020
Willis Towers Watson Bloomington MN 06/2017 08/2018
Unemployed Minneapolis MN 08/2014 05/2017
  • 06/2020 → Present
    Brio Financial Group
    San Fancisco, CA
  • 01/2020 → 06/2020
    Unemployed
    San Francisco, CA
  • 08/2018 → 01/2020
    Van Iwaarden Associates
    Minneapolis, MN
  • 06/2017 → 08/2018
    Willis Towers Watson
    Bloomington, MN
  • 08/2014 → 05/2017
    Unemployed
    Minneapolis, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-28
  • S65 Uniform Investment Adviser Law Examination
    2020-09-28
Designations

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

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