Shane M Workman

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-05-18
FL	RA	APPROVED	2021-05-10

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Mcclure Contracting	Saint Petersburg	FL	05/2016	08/2019
Lpl Financial Llc	Saint Petersburg	FL	03/2018	08/2019
Psi Advisors, Llc	Tampa	FL	05/2018	05/2019
Transamerica Investors Securities Corporation	St. Petersburg	FL	09/2019	04/2021
Transamerica Life Insurance Company	St. Petersburg	FL	08/2019	04/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Largo	FL	04/2021	Present
Bank Of America, N.A.	Largo	FL	04/2021	Present

05/2016 → 08/2019

Mcclure Contracting

Saint Petersburg, FL
03/2018 → 08/2019

Lpl Financial Llc

Saint Petersburg, FL
05/2018 → 05/2019

Psi Advisors, Llc

Tampa, FL
09/2019 → 04/2021

Transamerica Investors Securities Corporation

St. Petersburg, FL
08/2019 → 04/2021

Transamerica Life Insurance Company

St. Petersburg, FL
04/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Largo, FL
04/2021 → Present

Bank Of America, N.A.

Largo, FL

2019-09-13 → 2021-04-05

Transamerica Retirement Advisors, Llc

St.PEtersburg, FL
2019-03-15 → 2019-05-20

Psi Advisors, Llc

Saint Petersburg, FL

Tampa, FL
2018-05-30 → 2018-12-31

Psi Advisors, Llc

St. Petersburg, FL

Tampa, FL

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-02-14
S63	Uniform Securities Agent State Law Examination	2014-01-17

Other Firms