Sarah Kay Lassberg

Current Employers

Employment History

• 03/2016 → 05/2019
  Capital One Auto Finance
  Plano, TX
• 10/2019 → 06/2024
  Nylife Securities Llc
  Frisco, TX
• 06/2019 → 06/2024
  New York Life Insurance Company
  Frisco, TX
• 05/2019 → Present
  Elf Army Of Light (501C3)
  Princeton, TX
• 07/2024 → Present
  Better Pockets Financial
  Fort Collins, CO

Other Businesses

Elf Army of Light; Founder/Executive Director; provides nonreligious support to any person who has experienced pregnancy loss and infant death.; 5055 West Park Blvd #400, Plano, TX 75093; 20 hours per month, 10 hours per month during securities trading hours; Manage board meetings, collaborate on operational activities, facilitate discussions to healthcare professionals; non investment related. Women Organizing Women Democrats (WoW Dems); WoW Dems is a North Texas based organization dedicated to expanding participation of women in politics: increasing their political engagement; raising awareness about women's issues; and recruiting, supporting, and electing women Democrats.; 3103 Garden Ridge Ct Plano TX 75025; Start Date 03/2020; Role/Title: Board Member; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours; Board member, help make decisions for events, timelines for candidate questionnaires. I am not responsible for any money, I have made it clear I cannot participate in anything related to that. Act of Change, LLC; Founder; provide consultation for change management and process improvement; not investment related; start date: 01/2024; 6010 W. Spring Creek Pkwy, Plano, TX 75024; 10 hrs per month, 5 hrs per month during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-17
• S63 Uniform Securities Agent State Law Examination
  2021-08-09

Other Names

• Sarah K Mitchell
• Sarah M Cooper
• Sarah Lassberg