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5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-17 |
| OH | RA | APPROVED | 2019-10-30 |
Branch Locations
5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240 • United States
2400 Tamiami Trail N, Napels, FL 34103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Dublin | OH | 09/2013 | 09/2019 |
| Oneamerica Securities | Dublin | OH | 10/2013 | 09/2019 |
| Truvestments Capital, Llc | Sarasota | FL | 10/2019 | Present |
(1) PARTNER/OWNER, SHANE & SHANE FINANCIAL; NON-VARIABLE INSURANCE SALES (HEALTH, DENTAL, VISION, DISABILITY); 40 HRS PER WEEK DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-21 |
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