Shannon Littlejohn

Current Employers

Employment History

• 09/2015 → 09/2017
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 09/2015 → 09/2017
  Suntrust Bank
  St. Petersburg, FL
• 09/2016 → 09/2017
  Suntrust Advisory Services
  Atlanta, GA
• 06/2018 → 06/2023
  Suncoast Cu
  Tampa, FL
• 06/2018 → 06/2023
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 10/2017 → 05/2018
  Unemployed
  St. Petersburg, FL
• 05/2022 → 06/2023
  Lpl Financial Llc
  Tampa, FL
• 06/2023 → Present
  Valley Financial Management, Inc.
  St. Petersburg, FL
• 06/2023 → Present
  Valley National Bank
  St. Petersburg, FL
• 07/2023 → Present
  Valley Wealth Managers, Inc.
  St. Petersburg, FL

Previous Registrations

• 2022-05-19 → 2023-07-12
  Lpl Financial Llc
  Clearwater, FL
  Tampa, FL
  Tampa, FL
  St Petersburg, FL
  St. Petersburg, FL
• 2018-07-16 → 2022-05-24
  Cuna Brokerage Services, Inc.
  Tampa, FL
  Tampa, FL
  Clearwater, FL
  Waverly, IA
• 2016-09-14 → 2017-10-02
  Truist Advisory Services, Inc.
  St. Petersburg, FL
  St. Petersburg, FL
• 2015-10-29 → 2016-12-31
  Truist Investment Services, Inc.
  St. Petersburg, FL
  Tampa, FL
  St. Petersburg, FL
  Saint Petersburg, FL
• 2013-04-23 → 2015-08-27
  Td Private Client Wealth Llc
  Tampa, FL
  Tampa, FL
  New York, NY
• 2012-08-29 → 2012-10-31
  Morgan Stanley
  South Jordan, UT
  Tampa, FL
• 2012-03-27 → 2012-07-25
  Msi Financial Services, Inc.
  Orlando, FL
• 2011-05-16 → 2012-01-25
  T. Rowe Price Advisory Services, Inc.
  Tampa, FL

Other Businesses

Name of outside activity/business: Charles Rutenberg Realty Is the business investment-related: No Address of business: 1545 S Belcher Rd Clearwater FL 33764 Nature of the other business: Mortgage/Real Estate Services Your position, title, or relationship with the other business: Real estate associate Description of your duties relating to the other business: I've been licensed since 2018 The start date of your relationship: 2018 Start date of new position: 2018 Approximate number of hours/month you devote to the other business: currently less than 1 hour per month Approximate number of hours you devote to the business during securities trading hours: none

Exams

• S66 Uniform Combined State Law Examination
  2011-04-29
• S63 Uniform Securities Agent State Law Examination
  2000-06-27

Other Names

• Shannon Littlejohn
• Shannon Leigh Littlejohn