Shanna Jean Kehoe

Current Employers

Employment History

• 10/2014 → 05/2018
  Lpl Financial, Llc
  Las Vegas, NV
• 10/2014 → 05/2018
  Wcg Wealth Advisors, Llc (Dba: The Wealth Consulting Group)
  Las Vegas, NV
• 05/2018 → 10/2019
  First Allied Securities, Inc
  San Diego, CA
• 05/2018 → Present
  Lakeside Wealth Management Group, Llc
  Chesterton, IN
• 10/2019 → 12/2022
  Cetera Advisor Networks
  El Segundo, CA
• 10/2019 → Present
  Cwm, Llc
  Omaha, NE

Previous Registrations

• 2018-05-17 → 2020-03-26
  Lakeside Wealth Management Group, Llc
  Las Vegas, NV
  Chesterton, IN
• 2014-10-23 → 2018-06-05
  The Wealth Consulting Group
  Las Vegas, NV
• 2008-06-17 → 2014-11-13
  New England Securities
  Phoenix, AZ
  Las Vegas, NV
• 2004-06-15 → 2008-07-03
  Mml Investors Services, Llc
  Las Vegas, NV
  Las Vegas, NV

Other Businesses

(1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, LONG-TERM CARE (2) NAME OF OTHER BUSINESS: WOMEN'S EXECUTIVE COUNCIL - CHAMBER GROUP INVESTMENT RELATED: NO ADDRESS: 575 W SYMPHONY PARK AVE #100, LAS VEGAS, NV 89106 NATURE OF BUSINESS: WOMEN'S GROUP - VOLUNTEERING OPPORTUNITIES, NETWORKING START DATE: 4/2019 POSITION/TITLE/RELATIONSHIP: MEMBER APX NUMBER OF HOURS PER WEEK: 2-3 MONTH APX NUMBER OF HOURS DURING TRADING HOURS: 2-3 MONTH BRIEF DESCRIPTION OF DUTIES: MEMBER, ATTEND EVENTS (3) NAME OF OTHER BUSINESS: LAS VEGAS METRO CHAMBER OF COMMERCE INVESTMENT RELATED: NO ADDRESS: 575 W SYMPHONY PARK AVE #100, LAS VEGAS, NV 89106 NATURE OF BUSINESS: MEMBER OF LV CHAMBER, ATTEND EVENTS FOR NETWORKING PURPOSES POSITION/TITLE/RELATIONSHIP: MEMBER APX NUMBER OF HOURS PER WEEK: LESS THAN 2-3 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: MEMBER (4) NAME OF OTHER BUSINESS: RUBY RE, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: COMMERCIAL REAL ESTATE OFFICE CONDO START DATE: 10/2018 POSITION/TITLE/RELATIONSHIP: MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: OWN THE PROPERTY JOINTLY, MANAGE THIS COMMERCIAL REAL ESTATE AND MANAGE THE FINANCES THEREOF (5) NAME OF OTHER BUSINESS: THE BUC BAY LIVING TRUST INVESTMENT RELATED: NO ADDRESS: 5289 THISTLE WIND DRIVE, LAS VEGAS, NV 89135 NATURE OF BUSINESS: PERSONAL LIVING TRUST START DATE: 8/2011 POSITION/TITLE/RELATIONSHIP: CO-TRUSTEE WITH SPOUSE APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: CO-TRUSTEE WITH SPOUSE (6) NAME OF OTHER BUSINESS: DIAMOND WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA USED FOR MARKETING OF CLIENT SERVICES START DATE: 5/2018 POSITION/TITLE/RELATIONSHIP: SR. WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDING FINANCIAL SERVICES TO CLIENTS (7)NAME OF OTHER BUSINESS: NOBLE DREAMS, LLC INVESTMENT RELATED: NO ADDRESS: 5289 THISTLE WIND DRIVE, LAS VEGAS, NV 89135 NATURE OF BUSINESS: : NOBLE DREAMS, LLC START DATE: 12/2016 POSITION/TITLE/RELATIONSHIP: MANAGER APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: OWN LLC FOR THE SOLE PURPOSE OF TAX PLANNING ON A PERSONAL LEVEL

Exams

• S66 Uniform Combined State Law Examination
  2004-03-08

Other Names

• Shana Jean Owen
• Shanna Jean Owen