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Sharon D. Butler

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CRD#: 1045506
SB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Sharon Diane Butler, who also goes by Sharon Diane Johnson, Sharon Johnson, Sharon Diane Krauch, Sharon Krauch, was a registered financial professional .

Sharon is a previously registered financial professional and started their career in finance in 1987. Sharon had worked at 10 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Sharon Diane Johnson | Sharon Johnson | Sharon Diane Krauch | Sharon Krauch

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 24, 2013 - February 1, 2017

SHAMROCK ASSET MANAGEMENT LLC

RIA
CRD#: 108125
DALLAS, TX
Past

July 10, 2006 - August 28, 2009

MOMENTUM INDEPENDENT NETWORK INC.

RIA
CRD#: 17587
AUSTIN, TX
Past

June 22, 2006 - August 28, 2009

MOMENTUM INDEPENDENT NETWORK INC.

BD
CRD#: 17587
AUSTIN, TX
Past

March 23, 2005 - May 15, 2006

BBVA COMPASS INVESTMENT SOLUTIONS, INC

RIA
CRD#: 17086
DALLAS, TX
Past

March 10, 2005 - May 15, 2006

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BD
CRD#: 17086
DALLAS, TX
Past

November 22, 2002 - January 5, 2005

BOK FINANCIAL SECURITIES, INC.

RIA
CRD#: 17530
DALLAS, TX
Past

June 18, 1999 - January 5, 2005

BOK FINANCIAL SECURITIES, INC.

BD
CRD#: 17530
TULSA, OK
Past

June 1, 1998 - May 26, 1999

WELLS FARGO BROKERAGE SERVICES, L.L.C.

BD
CRD#: 16100
MINNEAPOLIS, MN
Past

June 25, 1997 - February 3, 1998

BANK UNITED SECURITIES CORP.

BD
CRD#: 30288
HOUSTON, TX
Past

June 20, 1995 - July 1, 1997

PRINCIPAL FINANCIAL SECURITIES,INC.

BD
CRD#: 260
DALLAS, TX
Past

January 6, 1992 - June 13, 1995

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

May 15, 1990 - January 6, 1992

SERVICE ASSET MANAGEMENT COMPANY

BD
CRD#: 18577
Past

February 26, 1987 - December 22, 1989

INDEPENDENT BROKERAGE CORPORATION OF AMERICA, INC.

BD
CRD#: 15204

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 11/15/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


SA
SHAMROCK ASSET MANAGEMENT LLC
SHAMROCK ASSET MANAGEMENT LLC

CRD#: 108125 / SEC#: 801-54702

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Contact information


Main Address
14643 Dallas Parkway Suite 570, Dallas, TX 75254-8857
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

SHAMROCK ASSET MANAGEMENT ADV 2A AUGUST 2019 (8/21/2019)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SHAMROCK ASSET MANAGEMENT LLC

CRD#: 108125

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