Duncan Macmillan Varela

Employer firm

Sharebuilder 401K CRD 300537

5,500 advisory clients

Reported services (Item 5G)

• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2021 → 02/2022
  Seidman Capital Group
  Kirkland, WA
• 01/2018 → 05/2021
  University Of Puget Sound
  Tacoma, WA
• 08/2020 → 11/2020
  The Ram
  Tacoma, WA
• 05/2020 → 08/2020
  Amazon
  Kent, WA
• 06/2019 → 08/2019
  Tutta Bella
  Bellevue, WA
• 12/2017 → 01/2019
  Regal Cinemas
  Bellevue, WA
• 08/2017 → 05/2021
  University Of Puget Sound
  Tacoma, WA
• 09/2013 → 06/2017
  Interlake High School
  Bellevue, WA
• 06/2021 → 07/2021
  Chapin Painting
  Bellevue, WA
• 10/2021 → 03/2022
  New York Life Insurance Co
  Kirkland, WA
• 11/2021 → 02/2022
  Nylife Securities Llc
  Kirkland, WA
• 03/2022 → 03/2022
  Eagle Strategies Llc
  Kirkland, WA
• 03/2022 → Present
  Sharebuilder Advisor
  Seattle, WA

Previous Registrations

• 2022-03-15 → 2022-03-31
  Eagle Strategies Llc
  Kirkland, WA

Exams

• S66 Uniform Combined State Law Examination
  2022-02-25

Other Names

• Duncan Varela