James Denis Sheehan

Current Employers

Employment History

• 06/2006 → 11/2017
  Ubs Financial Services Inc.
  Florham Park, NJ
• 11/2017 → 04/2023
  Raymond James & Associates
  New York, NY
• 04/2023 → Present
  Lpl Financial Llc
  Daniel Island, SC

Previous Registrations

• 2017-12-01 → 2023-04-20
  Raymond James & Associates, Inc.
  New York, NY
  Daniel Island, SC
  North Haledone, NJ
  Daniel Island, SC
• 2002-05-23 → 2017-12-11
  Ubs Financial Services Inc.
  Chapel Hill, NC
  Weehawken, NJ
  Weehawken, NJ
  Weehawken, NJ
  Bedminster, NJ
  Weehawken, NJ
  Warren, NJ
  Florham Park, NJ

Other Businesses

1) 04/12/2023 - Sheehan Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 4/12/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 04/12/2023 - 16 Hours Per Month/1 Hours During Securities Trading - Time Spent 4% 3) 10/15/2024 - Island Park Private Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/21/2024 - 240 Hours Per Month/ 140 Hours During Trading 4) 12/18/2025-JDS AMG LLC-Owner-Real Estate Rental-Inv related-At Daniel Island, SC-Start date 06/01/2025-2hrs/mth-2hrs/mth during trading 5) 12/18/2025-Island Park Holdings LLC-Owner-Real Estate Rental-Inv Related-At Daniel Island, SC-Start date 06/01/2025-2hrs/mth-2hrs/mth during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-11-03
• S63 Uniform Securities Agent State Law Examination
  1997-08-15

Designations

Other Names

• James D Sheehan