William Nathan Shorack

Current Employers

Employment History

• 01/2013 → Present
  Transamerica Financial Advisors
  Fort Myers, FL
• 12/2013 → 01/2023
  Debtmerica
  Miami, FL
• 12/2012 → Present
  World Financial Group, Inc
  Fort Myers, FL
• 01/2015 → 12/2019
  Gold Star Financial
  Fort Lauderdale, FL
• 10/2015 → 12/2016
  Miami Success Group Llc
  Miami, FL
• 01/2018 → 12/2019
  Next Generation Leadership Development Inc
  Fort Myers, FL
• 03/2019 → 10/2019
  Tjc Mortgage Inc
  Birmingham, AL
• 11/2019 → 12/2019
  Loan Smarter
  Golden, CO
• 01/2020 → 12/2020
  The Federal Savings Bank
  Sarasota, FL
• 06/2020 → Present
  Luna Life Design And Development Inc.
  Fort Meyers, FL
• 03/2015 → 09/2016
  360 Leadership Development Inc
  Miami, FL
• 12/2020 → 03/2021
  Monarch Mortgage
  Fairfax, VA
• 03/2021 → 06/2023
  Novus Home Mortgage
  Waukesha, WI
• 10/2024 → Present
  The Miliare Group
  Nashville, TN
• 07/2025 → Present
  Ehp Inc
  Newark, DE
• 09/2025 → Present
  Xit Strategies Llc
  St. Petersburg, FL

Previous Registrations

• 2012-05-01 → 2013-01-10
  Equitable Advisors, Llc
  Fort Myers, FL
  Miami, FL
  Fort Myers, FL

Other Businesses

Sales of Insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. (TFA). Luna Life Design and Development Inc. / 0620-Present / Investment Related: No / 4980 Dockside Drive #201 Fort Meyers, FL 33919 / President / Marketing Company / Hrs. Work Monthly: 3 / Sec Trading Hrs: 0/ Very Little, It is really a pass-through entity to obtain tax advantages, which was set up on the advice of my account. It will replace next generation leadership development Inc, which will be terminated in the near future. THE MILIARE GROUP POSITION: agent NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/16/2024 ADDRESS: , Nashville TN , United States DESCRIPTION: WFG Co-Brand EHP INC POSITION: Associate NATURE: Health Benefits INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/25/2025 ADDRESS: 254 Chapman Rd, Ste 208 #20694, Newark DE 19702, United States DESCRIPTION: I will refer business clients. They offer a concierge tax savings add-on to health insurance for businesses with between 50 & 500 employees. XIT STRATEGIES LLC POSITION: Referral Partner NATURE: Small Business Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 7901 4th Street North, Suite 300, St. Petersburg FL 33702, United States DESCRIPTION: Refer Business Owners to third party service providers for AI, employee development, and executive coaching. Refer individuals for personal life coaching.

Exams

• S66 Uniform Combined State Law Examination
  2012-04-25
• S63 Uniform Securities Agent State Law Examination
  2000-03-03

Other Names

• Nate Shorack