Andrew H. Wilbur
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.
Andrew Hector Wilbur, CFA was a registered financial professional .
Andrew is a previously registered financial professional and started their career in finance in 1983. Andrew had worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 23, 2009 - November 4, 2012
MEREPOINT CAPITAL MANAGEMENT LLC
December 6, 1996 - November 12, 2001
NICHOLAS-APPLEGATE SECURITIES LLC
July 19, 1993 - May 29, 1996
CHARLES SCHWAB & CO., INC.
March 18, 1987 - January 15, 1988
CHARLES SCHWAB & CO., INC.
November 25, 1983 - September 12, 1986
CHARLES SCHWAB & CO., INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 8
Date: 8/19/1994
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
MEREPOINT CAPITAL MANAGEMENT LLC
CRD#: 151253 / SEC#:
Contact information
Red Flags
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