Shawn Jeremy Waked

Current Employers

Employment History

• 11/2016 → 01/2017
  Raymond James Financial Services, Inc.
  St Petersburg, FL
• 01/2017 → Present
  Raymond James Financial Services, Inc.
  St. Petersburg, FL
• 08/2017 → Present
  Raymond James Financial Services Advisors Inc.
  St. Petersburg, FL
• 04/2019 → 10/2021
  Summit Investment Group
  Santa Fe, NM
• 02/2019 → Present
  Maestro Global, Llc --Dba Maestro Financial Partners
  Saint Petersburg, FL
• 11/2022 → Present
  Oakcrest Advisors
  St. Petersburg, FL
• 03/2024 → Present
  Maestro Financial Partners
  Saint Petersburg, FL
• 09/2012 → Present
  Practical Insurance Solutions, Llc
  St Petersburg, CA

Other Businesses

(1)Name of Business: Crossing the T Properties, LLC Address: 6415 Admiral Rickover Ave NE, Albuquerque, NM, 87111, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/31/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Basic Landlord duties of managing rental properties, which includes maintaining the premises in a habitable condition, collecting rent, handling repairs and maintenance, complying with local housing laws, and addressing tenant concerns (2)Name of Business: Jack and Jill's Place, LLC Address: 130 Camino Escondido, Santa Fe, NM, 87501, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/31/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Basic Landlord duties of managing rental properties, which includes maintaining the premises in a habitable condition, collecting rent, handling repairs and maintenance, complying with local housing laws, and addressing tenant concerns (3)Name of Business: Maestro Financial Partners Address: 470 3rd St. S, Ste 102, Saint Petersburg , FL, 33712, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 09/13/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (4)Name of Business: Maestro Global, LLC --dba Maestro Financial Partners Address: 470 Third Street S., Saint Petersburg, FL, 33701, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/08/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor, Business Operator & Owner/Partner (5)Name of Business: Oakcrest Advisors Address: 470 3rd St S Ste 102, Saint Petersburg, FL, 33701-4650, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 11/14/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is just a dba related to a support company (6)Name of Business: Practical Insurance Solutions, LLC Address: 4199 Narvarez Way S, Saint Petersburg, FL, 33712, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/21/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: P&C Insurance Agency Owner (7)Name of Business: Revanche Real Estate, LLC Address: 9520 Bent Rd NE, Albuquerque, NM, 87505, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/31/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Basic Landlord duties of managing rental properties, which includes maintaining the premises in a habitable condition, collecting rent, handling repairs and maintenance, complying with local housing laws, and addressing tenant concerns

Exams

• S66 Uniform Combined State Law Examination
  2017-05-18
• S63 Uniform Securities Agent State Law Examination
  2007-09-05

Designations

Other Names

• Shawn Waked