Shannon Agnes Shehorn

Current Employers

Employment History

• 01/1980 → Present
  Self Employed
  Clearwater, FL
• 04/2011 → Present
  Cl Wealth Management Llc
  Schaumburg, IL
• 06/2013 → Present
  Cabot Lodge Securities
  Schaumburg, IL

Previous Registrations

• 2007-01-23 → 2011-04-08
  Allied Beacon Partners, Inc.
  Spring Hill, FL
  Clearwater, FL
  Atlanta, GA
  Clearwater, FL

Other Businesses

1) Shannon Shehorn, sale of life insurance and fixed annuities, Dunedin, FL, Broker/Advisor, 11/2000, 5 hours per month, zero hours during trading hours, sales of life insurance and fixed annuities through Ash Brokerage. 2) Shannon Shehorn, EA, sole Proprietor, Dunedin, FL, Enrolled Agent--Tax Preparer, 1/2023, 5 hours per month, 1 hour during trading hours, provide free tax preparation to approximately 20 financial planning clients. 3) The sale of Tax Advisors & Financial Advisors Inc occurred on 9/1/22. As a part of the sale, I am required to provide 570 hours of time to assist with the transition for one year. This role does not involve compensation other than what was received as a result of the sale of the business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-01-18
• S63 Uniform Securities Agent State Law Examination
  2002-11-18

Designations

Other Names

• Shannon Kodat
• Shannon Agnes Sloms
• Shannon Agnes Sloms