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Shari Jene Burns

United Capital Financial Advisors

Seattle, WA

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Current Employers
United Capital Financial Advisors

125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-13
WA RA APPROVED 2012-12-19
  • CA RA
    APPROVED
    Since 2025-01-13
  • WA RA
    APPROVED
    Since 2012-12-19

Branch Locations

601 Union Street Ste 5301, Seattle, WA 98101 • 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
United Capital Financial Advisors, Llc Irving TX 12/2012 Present
  • 12/2012 → Present
    United Capital Financial Advisors, Llc
    Irving, TX
Previous Registrations
  • 1991-07-26 → 2013-04-01
    Paragon Investment Management Inc
    Seattle, WA
  • 1994-09-01 → 2010-11-04
    P.I.M., Inc.
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-01-31
  • S65 Uniform Investment Adviser Law Examination
    1996-01-31
Designations
Other Names
  • Shari Jene Masterman

View on SEC IAPD

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Other Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA
ETERNAL DIGITAL FUND LTD. · SEATTLE, WA
FREESTONE CAPITAL MANAGEMENT, LLC · SEATTLE, WA
CEDAR RIVER CAPITAL, LLC · SEATTLE, WA
ROBERT A. UNDERHILL P.C. · SEATTLE, WA
SITKA PACIFIC CAPITAL MANAGEMENT, LLC · SEATTLE, WA

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