Best Investors Account Sign in
Inactive

Hannah Elizabeth Oaks Boundy

Sherwood Financial Partners, LLC

Broomfield, CO

Westlake Village, CA

Claim This Profile
Current Employers
Sherwood Financial Partners, Llc

2475 Townsgate Road Suite 210, Westlake Village, CA 91361 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2019-10-04
CA RA APPROVED 2019-07-02
  • CO RA
    APPROVED
    Since 2019-10-04
  • CA RA
    APPROVED
    Since 2019-07-02

Branch Locations

520 Zang Street Suite 222, Broomfield, CO 80021 • United States

2475 Townsgate Road Suite 210, Westlake Village, CA 91361 • 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
Cedarstone Advisors, Inc. Westlake Village CA 02/2015 04/2019
Sherwood Financial Partners,Llc Westlake Village CA 07/2019 Present
  • 02/2015 → 04/2019
    Cedarstone Advisors, Inc.
    Westlake Village, CA
  • 07/2019 → Present
    Sherwood Financial Partners,Llc
    Westlake Village, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-05-16
  • S65 Uniform Investment Adviser Law Examination
    2014-05-16
Designations
Other Names
  • Hannah Elizabeth Oaks
  • Hannah Elizabeth Oaks

View on SEC IAPD

More in Broomfield, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor