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Louis Mitchell Shinaman

Destiny Wealth Partners, LLC

Tavares, FL

Winter Park, FL

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Current Employers
Destiny Wealth Partners, Llc

2100 Lake Eustis Dr., Tavares, FL 32778 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2017-07-05
  • FL RA
    APPROVED
    Since 2017-07-05

Branch Locations

2100 Lake Eustis Dr., Tavares, FL 32778 • United States

620 N. Denning Drive, Winter Park, FL 32789 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ruggie Wealth Management Tavares FL 02/2011 01/2021
Purshe Kaplan Sterling Investments Albany NY 03/2011 10/2016
Destiny Wealth Partners, Llc Tavares FL 01/2017 Present
Cwm, Llc Omaha NE 07/2018 07/2020
  • 02/2011 → 01/2021
    Ruggie Wealth Management
    Tavares, FL
  • 03/2011 → 10/2016
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 01/2017 → Present
    Tavares, FL
  • 07/2018 → 07/2020
    Omaha, NE
Previous Registrations
  • 2011-06-01 → 2021-01-07
    Ruggie Wealth Management
    Tavares, FL
  • 2018-07-05 → 2020-07-01
    Tavares, FL
Other Businesses

1. RWM ASSET MANAGEMENT, LLC.; 2100 Lake Eustis Dr, Tavares, FL 32778; Manage UMA accounts Portfolio Management; Financial Advisor; 01/2017. Investment related. 10 hours per month; 8 hours per month during trading hours. Nature of Business ; Compcoin is a public currency trading platform. It uses a blockchain to securely share trading technology among investors instead of each competing with one another. If you own a digital coin called Compcoin (code CPC) the decentralized automatic global trading computer can auto execute trades in your individual investment account. Compcoin's technology is used by investors with the guidance of licensed financial advisers. Compcoins run a distributed network of financial trading computers creating a trusted automatic investment platform. It links individual investment accounts of every size globally, so they trade together with the advantages of artificial "predictive" intelligence (A.I). You can even can pay the platforms performance based profit sharing fees with the corresponding increases in its value. Member of the Advisory Council. To help guide the company as it continues to grow. 6/1/2017 Less than 1 hour per month. Zero hours during securities trading hours. 2. Independent insurance agent, since 2000, 2 hours/month; non-investment related 3. UCP of Central Florida, Board Member.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-04-08
S63 Uniform Securities Agent State Law Examination 1996-07-23
  • S65 Uniform Investment Adviser Law Examination
    2011-04-08
  • S63 Uniform Securities Agent State Law Examination
    1996-07-23
Designations

View on SEC IAPD

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