Steven Matthew Barrus

Current Employers

Employment History

• 01/2012 → 05/2022
  Fidelity Investments
  Thousand Oaks, CA
• 07/2018 → 05/2022
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 05/2022 → 11/2023
  Fsc Securities Corporation
  Westlake Village, CA
• 01/2023 → Present
  Sleepy Bears Llc
  Beaver, UT
• 11/2023 → Present
  Osaic Wealth, Inc.
  Westlake Village, CA

Previous Registrations

• 2022-05-06 → 2023-11-03
  Fsc Securities Corporation
  Westlake Village, CA
• 2018-07-13 → 2022-05-24
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2012-02-07 → 2018-07-13
  Strategic Advisers Llc
  Thousand Oaks, CA
• 2009-12-07 → 2012-01-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Woodland Hills, CA

Other Businesses

1) OBA-9089|OrgNmn:Young Investors Society|Org Addr:Westlake V,California,US|OBA Nature:Financial Literacy for High Sc|Invst Rel:Y|Title:Board Member|Duties:Assistance with growing the reach of the organization to more students throughout the US.|StrtDt:01-29-2018|TotHrs/mon:1|TrdHrs/mon:0|OBA-66092|OrgNmn:Conejo Valley Unified School District|Org Addr:Thousand O,California,US|OBA Nature:Boys Volleyball Assitant Coach|Invst Rel:N|Title:Employee|Duties:Coaching Boys Volleyball|StrtDt:01-31-2022|TotHrs/mon:8|TrdHrs/mon:0| 2) INSURANCE AGENT POSITION: Financial Consultant NATURE: Sales of Annuities and Insurance Products INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 05/06/2022 ADDRESS: 370 N. Westlake Blvd., Suite 140, Westlake Village CA 91362, United States DESCRIPTION: Sales of Insurance related products 3) YOUNG INVESTORS SOCIETY POSITION: Board Member NATURE: I serve on the board of the organization as an advisor. The organization provides financial literacy courses to high school aged students. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2014 ADDRESS: 446 Phlox Ct, Thousand Oaks CA 91360, United States DESCRIPTION: General Advice and Guidance to the members of the board to grow the organization and improve the educational materials for the organization. 4) THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS POSITION: Counselor to the Stake President NATURE: Non-Profit Religious organization. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/27/2020 ADDRESS: 1600 Erbes Rd, Thousand Oaks CA 91360, United States DESCRIPTION: We help to organize and administrate in the religious activities of the local congregations. This includes training local leaders in their duties within the church, speaking at religious events/services, overseeing the budget and audit committee of the local chapter (Stake) of the church, etc. 5) SLEEPY BEARS LLC POSITION: Partner NATURE: This is a family owned LLC for a single property. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/23/2023 ADDRESS: 46 W. Village Ln, 11-C, Beaver UT 84713, United States DESCRIPTION: There are no regular duties as this is a vacation home. 6) SMB ADVISORS, LLC POSITION: Member/Owner NATURE: I have established an LLC based on the advice from the CPA I work with for my personal taxes. The LLC will only have one member (myself). There is no marketing, advertising, business, or other solicitation of this business entity. The LLC is being formed for tax purposes only and will not conduct any business otherwise. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/04/2024 ADDRESS: 370 N westlake Blvd, Ste 140, Westlake Village CA 91362, United States DESCRIPTION: None

Exams

• S66 Uniform Combined State Law Examination
  2009-11-12

Other Names

• Steven M Barrus
• Steve Barrus
• Steve Matthew Barrus