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Sarah Shivers Behr

Simplify Financial Planning

San Francisco, CA

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Current Employers
Simplify Financial Planning

San Francisco, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-05-23
  • CA RA
    APPROVED
    Since 2018-05-23

Branch Locations

San Francisco, CA • 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
Wells Fargo Advisors, Llc San Francisco CA 12/2015 11/2016
Wells Fargo Clearing Services, Llc San Francisco CA 11/2016 05/2017
Stay At Home Parent San Francisco CA 05/2017 03/2018
Simplify Financial Planning San Francisco CA 04/2018 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-23
  • S66 Uniform Combined State Law Examination
    2013-12-23
Other Names
  • Sarah Shivers Heiden
  • Sarah Shivers
  • Sarah Ellen Shivers

View on SEC IAPD

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