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3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-16 |
| MI | RA | APPROVED | 2025-02-12 |
Branch Locations
496 Ada Drive Se. Ste. 201, Ada, MI 49304 • United States
500 N. Westshore Blvd. Ste. 950, Tampa, FL 33609 • United States
3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
644 Lovett Avenue Se, Suite C, East Grand Rapids, MI 49506 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rogan & Associates, Inc. | Safety Harbor | FL | 01/2007 | 01/2025 |
| Eversource Wealth Advisors, Llc | East Grand Rapids | MI | 02/2025 | Present |
Since 2018, Shawn has been a licensed insurance agent selling non-variable insurance products. This business is an investment-related activity, and he spends between 1 and 2 hours per month during trading hours on this activity from 644 Lovett Avenue SE, Suite C, East Grand Rapids, Michigan 49506.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-27 |
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