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PS

Peter N. Sanburn

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CRD#: 1111679
PS

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.

Peter Nathaniel Sanburn was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 2017. Peter had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

August 31, 2018 - January 16, 2020

HART CAPITAL MANAGEMENT, INC.

RIA
CRD#: 112108
SPOKANE, WA
Past

June 16, 2017 - December 31, 2017

HART CAPITAL MANAGEMENT, INC.

RIA
CRD#: 112108
SPOKANE, WA

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: 6/16/2017
Uniform Investment Adviser Law Examination

Current Firm


HC
HART CAPITAL MANAGEMENT, INC.
CWH CAPITAL MANAGEMENT, INC. | HART CAPITAL MANAGEMENT, INC. | DBA HART CAPITAL MANAGEMENT, INC.

CRD#: 112108 / SEC#: 801-58297

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Contact information


Main Address
201 W. North River Dr. Suite 380, Spokane, WA 99201
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

HART CAPITAL MANAGEMENT, INC. PART 2A BROCHURE (1/15/2021)

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


HART CAPITAL MANAGEMENT, INC.

CRD#: 112108

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