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Sharon Alison Bloodworth

White Oaks Wealth Advisors, Inc.

Minneapolis, MN

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Current Employers
White Oaks Wealth Advisors, Inc.

5500 Wayzata Blvd Suite 290, Minneapolis, MN 55416 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2017-02-13
MN RA APPROVED 2016-10-19
TX RA APPROVED 2016-10-19
  • FL RA
    APPROVED
    Since 2017-02-13
  • MN RA
    APPROVED
    Since 2016-10-19
  • TX RA
    APPROVED
    Since 2016-10-19

Branch Locations

5500 Wayzata Blvd Suite 290, Minneapolis, MN 55416 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
White Oaks Wealth Advisors Minneapolis MN 04/2011 Present
White Oaks Investment Management Sarasota FL 02/2014 Present
  • 04/2011 → Present
    White Oaks Wealth Advisors
    Minneapolis, MN
  • 02/2014 → Present
    White Oaks Investment Management
    Sarasota, FL
Other Businesses

1. White Oaks Investment Management, Inc; Yes - investment related; 1717 2nd Street, Suite C, Sarasota, FL 34236; Investment activities; CEO and CCO; 02/2014; 20% of her time is spent on this activity; Most of the hours spent are during security hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-10-11
S63 Uniform Securities Agent State Law Examination 1996-07-15
  • S65 Uniform Investment Adviser Law Examination
    1996-10-11
  • S63 Uniform Securities Agent State Law Examination
    1996-07-15
Designations
Other Names
  • Sharon Alison Bloodworth
  • Sharon Alison Apolloni
  • Sharon Alison Bloodworth-Apolloni

View on SEC IAPD

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