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Sherif A Atia

Hoopoe Advisors

Boston, MA

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Current Employers
Hoopoe Advisors

603 Massachusetts Avenue Suite 200, Boston, MA 02118 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-10-08
MA RA APPROVED 2019-08-20
  • TX RA
    APPROVED
    Since 2020-10-08
  • MA RA
    APPROVED
    Since 2019-08-20

Branch Locations

603 Massachusetts Avenue Suite 200, Boston, MA 02118 • 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
Hoopoe Advisors Boston MA 06/2019 Present
Bankers Life Warwick RI 06/2018 04/2019
Student At Brandeis University Waltham MA 08/2014 05/2018
Hoopoe Capital Markets, Llc Boston MA 06/2019 Present
  • 06/2019 → Present
    Boston, MA
  • 06/2018 → 04/2019
    Bankers Life
    Warwick, RI
  • 08/2014 → 05/2018
    Student At Brandeis University
    Waltham, MA
  • 06/2019 → Present
    Hoopoe Capital Markets, Llc
    Boston, MA
Other Businesses

1) Fixed insurance sales; Investment related: Yes; Location of the business: 603 Massachusetts Avenue, Suite 200 Boston MA 02118 USA; Description of the business: fixed insurance sales; Position Title: insurance sales; Responsibilities Duties: Fixed Insurance Sales; Start date with business: 2019-06-22; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 10.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-03
  • S66 Uniform Combined State Law Examination
    2019-06-03
Designations

View on SEC IAPD

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