Jacob David Sandberg

Current Employers

Employment History

• 08/2013 → Present
  Householder Group
  Edmonds, WA
• 05/2014 → Present
  Lpl Financial Llc
  Edmonds, WA
• 01/2015 → 11/2021
  Householder Group Estate & Retirement Specialists
  Edmonds, WA
• 10/2021 → Present
  Financial Advocates Investment Management
  Edmonds, WA

Previous Registrations

• 2021-11-05 → 2025-04-28
  Financial Advocates Investment Management
  Edmonds, WA
  Olympia, WA
• 2015-01-16 → 2021-11-09
  Householder Group Estate & Retirement Specialists
  Edmonds, WA

Other Businesses

1. 11/11/2021 - Olympic Investment Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/09/2021 - 160 Hours Per Month/100 Hours During Securities Trading. 2. 11/17/2021 - Financial Advocates Investment Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - ADMIN. - Started 11/09/2021 - 160 Hours Per Month/100 Hours During Securities Trading - I provide administrative support to Financial Advocates Investment Management, an independent investment advisor firm. I started this business activity in 11/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 11/17/2021 - Financial Advocates Investment Management - DBA: (Hybrid) Olympic Investment Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Admin. - Started 11/09/2021 - 160 Hours Per Month/100 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2014-09-17

Other Names

• Jake David Sandberg