Shavona Latrisse Floyd

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → 03/2023
  Self-Employed
  Augusta, GA
• 11/2013 → 03/2023
  Book Author
  Grovetown, GA
• 04/2016 → 04/2017
  First Command Financial Planning , Inc
  Fort Worth, TX
• 04/2017 → 10/2022
  First Command Advisory Services
  Fort Worth, TX
• 04/2017 → 10/2022
  First Command Financial Planning , Inc
  Fort Worth, TX
• 04/2017 → 10/2022
  First Command Insurance Services Inc.
  Fort Worth, TX
• 03/2023 → 01/2025
  Lincoln Financial Securities Corporation
  Wesley Chapel, FL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Wesley Chapel, FL

Previous Registrations

• 2023-03-23 → 2025-01-24
  Osaic Fs, Inc.
  Greensboro, NC
  Wesley Chapel, FL
• 2017-03-31 → 2022-10-19
  First Command Advisory Services
  El Paso, TX
  Fort Worth, TX
  El Paso, TX

Other Businesses

1) SHAVONA FLOYD 3691 FRONT PARK DR WESLEY CHAPEL, FL 33543 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: SELF DUTIES: OFFERS DISABILITY INSURANCE, FIXED ANNUITIES, TRADITIONAL LIFE INSURANCE. START DATE: 03/2023 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 0 2) FLOYD ADVISORY GROUP, LLC 14011 PEBBLE HILLS BLVD SUITE 105 EL PASO, TX 79938 CATEGORY: CONSULTING/LEGAL ENTITY INVESTMENT-RELATED: NO TITLE: CONSULTANT/OWNER DUTIES: OFFERS CONSULTING SERVICES TO INCLUDE VIRTUAL WORKSHOPS/CLASSES THAT FOCUSES ON THE REFERRAL GENERATION AND BUSINESS SETUP. START DATE: 03/2023 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 0 3) QUICK & EZ TAX SOLUTIONS 14011 PEBBLE HILLS BLVD SUITE 105 EL PASO, TX 79938 CATEGORY: TAX PREPARATION INVESTMENT-RELATED: NO TITLE: OWNER DUTIES: PREPARE TAXES. START DATE: 03/2023 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 0 4) SHAVONA FLOYD - INSURANCE OBA POSITION: Agent NATURE: family income protection INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2023 ADDRESS: 3101 Spring Willow, El Paso TX 79938, United States DESCRIPTION: solicit insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-30
• S63 Uniform Securities Agent State Law Examination
  2014-02-06

Other Names

• Shavona Smith
• Shavona Latrisse Floyd
• Shavona Floyd