Michael Shayne Ruffing

Current Employers

Employment History

• 04/2012 → 07/2021
  Triad Advisors, Inc
  Norcross, GA
• 04/2012 → 09/2021
  Capital Wealth Management, Inc.
  West Warwick, RI
• 03/2007 → Present
  Integrated Wealthcare, Llc
  Durham, NC

Previous Registrations

• 2012-05-11 → 2021-09-20
  Capital Wealth Management, Llc
  West Warwick, RI
• 2002-03-14 → 2012-03-30
  Kestra Investment Services, Llc
  Durham, NC
  Durham, NC
  Durham, NC

Other Businesses

1)M. SHAYNE RUFFING IS LICENSED AS AN INSURANCE AGENT FOR MULTIPLE INSURANCE COMPANIES, SELLING LIFE, DISABILITY AND LONG TERM CARE INSURANCE. START DATE = 05/01/1997. MR. RUFFING DEVOTES APPROXIMATELY, 80 HOURS/MONTH TO THIS ACTIVITY. 2)Financial Fitness;investment related;3211 Shannon Rd,Ste 420,Durham,NC 27707;podcast;speaker/owner/author;1/20/2020;2-3 hrs/month;0 hrs during trading;interviewed by client services specialist,write questions being asked 3)SAEM-Society for Academic Emergency Medicine;not investment related;1111 East Touhy Ave,Suite 540,Des Plaines,IL 60018;SAEM industry advisory council;board/council member;5/1/2020;2 hrs/month;0 hrs during trading;serve on board/panel,participate in discussions to highlight and vet out non-medical considerations to the SAEM membership 4)Integrated WealthCare,LLC;investment related;3211 Shannon Rd,Suite 420,Durham,NC 27707;non variable insurance sales;3/30/2012;240 hrs/month;6.5 hrs during trading;financial sales,prospecting,speaking engagements,client management/consulting,directing staff business management

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-31
• S63 Uniform Securities Agent State Law Examination
  1997-03-28

Designations

Other Names

• Michael Shayne Ruffing