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Shawn P. Sapp

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CRD#: 4913087
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Professional summary


Shawn Paul Sapp was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Shawn is a previously registered financial advisor and started their career in finance in 2007. Prior to being barred, Shawn had worked at 2 firms, which includes AVANT-GARDE ADVISORS LLC, AMERIPRISE FINANCIAL SERVICES LLC.

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

January 26, 2013 - October 28, 2013

AVANT-GARDE ADVISORS LLC

RIA
CRD#: 151527
ROYAL PALM BEACH, FL
Past

August 28, 2007 - January 29, 2013

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
BOCA RATON, FL
Past

August 13, 2007 - January 29, 2013

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
BOCA RATON, FL

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
RR
IAR
Series 66
Date: 8/24/2007
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


AA
AVANT-GARDE ADVISORS LLC
ANTHEM WEALTH PARTNERS | SECURE RETIREMENT SOLUTIONS | SAFEGUARD FINANCIAL | HARVEY & COMPANIES | AVANT-GARDE WEALTH MANAGEMENT INC. | AVANT-GARDE ADVISORS LLC

CRD#: 151527 / SEC#: 801-76860

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Contact information


Main Address
9155 E Nichols Ave Suite 175, Centennial, CO 80112
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (ADV PART 2A) 2016 (9/15/2016)

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


AVANT-GARDE ADVISORS LLC

CRD#: 151527

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