Shara Alea Pagels

Current Employers

Clearbrook Investment Management, Llc

Bellingham, WA • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2016-08-10

WA RA
APPROVED

Since 2016-08-10

Branch Locations

Bellingham, WA • 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

Organization	City	State	From	To
Full Point Designed Services	Bellingham	WA	04/2016	Present
Clearbrook Investment Management, Llc	Bellingham	WA	08/2016	Present
Avlon Financial	Bellingham	WA	09/2017	Present

04/2016 → Present

Full Point Designed Services

Bellingham, WA
08/2016 → Present

Clearbrook Investment Management, Llc

Bellingham, WA
09/2017 → Present

Avlon Financial

Bellingham, WA

Previous Registrations

2013-12-10 → 2016-05-12

Trutina Financial

Bellevue, WA
2009-05-15 → 2014-01-07

Ludeman Capital Management, Inc.

Ferndale, WA

Other Businesses

Owner, Full Point Designed Services, LLC (Accounting and tax preparation work), non-investment related, start 4/1/2014, approximately 120 amount of hours per month; Avlon Finance, LLC, tax preparer, non-investment related, start 9/2017, approximately 35 hours per month

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-02-19

S66 Uniform Combined State Law Examination

2009-02-19

View on SEC IAPD