Best Investors Account Sign in
Inactive

Rachael Angeli Bourke

Bourke Wealth Management

Vancouver, WA

Santa Barbara, CA

Claim This Profile
Current Employers
Bourke Wealth Management

222 East Canon Perdido Street, Suite 305, Santa Barbara, CA 93101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-10-04
  • CA RA
    APPROVED
    Since 2023-10-04

Branch Locations

Vancouver, WA • United States

222 East Canon Perdido Street, Suite 305, Santa Barbara, CA 93101 • 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
Martial Arts Family Fitness Santa Barbara CA 05/2016 08/2018
Trader Joe's Portland OR 09/2018 01/2019
Tweedle Farms Portland OR 01/2019 08/2019
Wilsonville Toyota Wilsonville OR 08/2019 11/2019
Bourke Wealth Management Santa Barbara CA 03/2019 09/2019
Fidelity Brokerage Services Llc Tigard OR 11/2019 09/2021
Fidelity Brokerage Services Llc Vancouver WA 09/2021 07/2022
Fidelity Brokerage Services Llc Vancouver WA 07/2022 09/2023
Bourke Wealth Management Santa Barbara CA 10/2023 Present
  • 05/2016 → 08/2018
    Martial Arts Family Fitness
    Santa Barbara, CA
  • 09/2018 → 01/2019
    Trader Joe's
    Portland, OR
  • 01/2019 → 08/2019
    Tweedle Farms
    Portland, OR
  • 08/2019 → 11/2019
    Wilsonville Toyota
    Wilsonville, OR
  • 03/2019 → 09/2019
    Bourke Wealth Management
    Santa Barbara, CA
  • 11/2019 → 09/2021
    Fidelity Brokerage Services Llc
    Tigard, OR
  • 09/2021 → 07/2022
    Fidelity Brokerage Services Llc
    Vancouver, WA
  • 07/2022 → 09/2023
    Fidelity Brokerage Services Llc
    Vancouver, WA
  • 10/2023 → Present
    Bourke Wealth Management
    Santa Barbara, CA
Previous Registrations
  • 2021-11-29 → 2023-10-06
    Fidelity Personal And Workplace Advisors
    Vancouver, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-31
S63 Uniform Securities Agent State Law Examination 2020-03-13
  • S65 Uniform Investment Adviser Law Examination
    2020-08-31
  • S63 Uniform Securities Agent State Law Examination
    2020-03-13
Other Names
  • Rachael Angeli Bourke
  • Rachael Bourke

View on SEC IAPD

More in Vancouver, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor