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Sean Jason Figueroa

Evergreen Capital Management LLC

San Francisco, CA

Bellevue, WA

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Current Employers
Evergreen Capital Management Llc

1412 112Th Ave Ne Suite 100, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-04-13
TX RA APPROVED 2017-04-13
  • CA RA
    APPROVED
    Since 2017-04-13
  • TX RA
    APPROVED
    Since 2017-04-13

Branch Locations

50 California Street Suite 1790, San Francisco, CA 94111 • United States

1412 112Th Ave Ne Suite 100, Bellevue, WA 98004 • 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
Cypress Wealth Advisors San Francisco CA 03/2004 03/2017
Evergreen Capital Management Bellevue WA 03/2017 Present
  • 03/2004 → 03/2017
    Cypress Wealth Advisors
    San Francisco, CA
  • 03/2017 → Present
    Evergreen Capital Management
    Bellevue, WA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-11-29
S65 Uniform Investment Adviser Law Examination 1994-11-11
  • S63 Uniform Securities Agent State Law Examination
    1999-11-29
  • S65 Uniform Investment Adviser Law Examination
    1994-11-11
Designations

View on SEC IAPD

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