Best Investors Account Sign in
Inactive

Sarah Elizabeth Boothe

Steward Inc.

Bryan, TX

Washington, DC

Claim This Profile
Current Employers
Steward Inc.

Washington, DC • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-08-12
MA RA APPROVED 2025-07-21
CA RA APPROVED 2025-07-11
MD RA APPROVED 2025-07-11
NY RA APPROVED 2025-07-11
TX RA APPROVED 2025-06-23
  • DC RA
    APPROVED
    Since 2025-08-12
  • MA RA
    APPROVED
    Since 2025-07-21
  • CA RA
    APPROVED
    Since 2025-07-11
  • MD RA
    APPROVED
    Since 2025-07-11
  • NY RA
    APPROVED
    Since 2025-07-11
  • TX RA
    APPROVED
    Since 2025-06-23

Branch Locations

Bryan, TX • United States

Washington, DC • 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
Northwestern Mutual Milwaukee WI 06/2022 01/2023
The Sum The Woodlands TX 01/2023 09/2023
The Sum The Woodlands TX 09/2023 05/2024
Texas A&M College Station TX 05/2022 05/2024
Texas A&M College Station TX 05/2023 05/2024
Texas A&M College Station TX 08/2020 05/2024
N/A Katy TX 05/2014 08/2020
The Sum The Woodlands TX 06/2024 05/2025
Steward, Inc Washington DC 05/2025 Present
  • 06/2022 → 01/2023
    Northwestern Mutual
    Milwaukee, WI
  • 01/2023 → 09/2023
    The Sum
    The Woodlands, TX
  • 09/2023 → 05/2024
    The Sum
    The Woodlands, TX
  • 05/2022 → 05/2024
    Texas A&M
    College Station, TX
  • 05/2023 → 05/2024
    Texas A&M
    College Station, TX
  • 08/2020 → 05/2024
    Texas A&M
    College Station, TX
  • 05/2014 → 08/2020
    N/A
    Katy, TX
  • 06/2024 → 05/2025
    The Sum
    The Woodlands, TX
  • 05/2025 → Present
    Steward, Inc
    Washington, DC
Previous Registrations
  • 2025-01-10 → 2025-05-12
    The Sum
    The Woodlands, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-10
  • S65 Uniform Investment Adviser Law Examination
    2025-01-10
Other Names
  • Sarahbeth Boothe
  • Sarah Boothe

View on SEC IAPD

More in Bryan, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor