Shawn Oliver Short

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL

Previous Registrations

• 2011-03-17 → 2013-09-24
  Next Financial Group, Inc.
  Woodbury, TN
  Houston, TX
  Manchester, TN
• 2009-02-18 → 2011-03-21
  Msi Financial Services, Inc.
  Richmond, VA
  Memphis, TN
  Smyrna, TN
  Richmond, VA
• 2006-04-21 → 2008-07-10
  Wells Fargo Clearing Services, Llc
  Richmond, VA
• 2005-01-17 → 2005-10-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Richmond, VA

Other Businesses

SHAWN O SHORT INC. NON-INVESTMENT RELATED. SALES INSURANCE.(ACCIDENT/HEALTH, MEDICARE RELATED PRODUCTS). INDEPENDENT INSURANCE AGENT. OFFICER, SINCE 11/2009. 4 HRS/MO. DURING SECURITIES TRADING HRS.

Exams

• S66 Uniform Combined State Law Examination
  2005-01-14
• S63 Uniform Securities Agent State Law Examination
  2003-04-17

Other Names

• Shawn Oliver Short