Sharon Alison Bloodworth

Employer firm

White Oaks Wealth Advisors, Inc. CRD 173522

$618M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers
Periodicals / newsletters
ACCOUNTING, PROPERTY MANAGEMENT, BILL PAY

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

Current Employers

White Oaks Wealth Advisors, Inc.

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

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
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

Code	Exam	Date
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

Certified Financial Planner

Other Names

Sharon Alison Bloodworth
Sharon Alison Apolloni
Sharon Alison Bloodworth-Apolloni

View on SEC IAPD