Shannon Burgess

1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
KS	RA	APPROVED	2026-08-04
MT	RA	APPROVED	2026-06-23
DC	RA	APPROVED	2024-10-10
AK	RA	APPROVED	2023-02-15
AZ	RA	APPROVED	2023-02-15
DE	RA	APPROVED	2023-02-07
HI	RA	APPROVED	2023-02-07
NV	RA	APPROVED	2023-02-06
GA	RA	APPROVED	2023-01-27
IL	RA	APPROVED	2023-01-27
MI	RA	APPROVED	2023-01-26
OR	RA	APPROVED	2023-01-26
TX	RA	APPROVED_RES	2023-01-26
VA	RA	APPROVED	2023-01-26
CA	RA	APPROVED	2023-01-25
CO	RA	APPROVED	2023-01-25
LA	RA	APPROVED	2023-01-25
MO	RA	APPROVED	2023-01-25
WA	RA	APPROVED	2023-01-25
WI	RA	APPROVED	2023-01-25
NC	RA	APPROVED	2022-07-15
NH	RA	APPROVED	2022-07-13
MA	RA	APPROVED	2022-07-12
CT	RA	APPROVED	2022-07-08
FL	RA	APPROVED	2022-07-08
NJ	RA	APPROVED	2022-07-08
OH	RA	APPROVED	2022-07-08
PA	RA	APPROVED	2022-07-08
ME	RA	APPROVED	2022-07-07
MD	RA	APPROVED	2022-07-07
NY	RA	APPROVED	2022-07-07
VT	RA	APPROVED	2022-07-07
SC	RA	APPROVED	2022-07-06

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce Fenner & Smith	Greenville	SC	02/2014	08/2019
Guardian Life Insurance Company	Greenville	SC	09/2019	03/2021
Park Avenue Securities	Greenville	SC	09/2019	03/2021
Madison Avenue Securities, Llc	San Diego	CA	03/2021	12/2021
Td Private Client Wealth Llc	Greenville	SC	06/2022	Present
Unemployed	Greer	SC	01/2022	05/2022
Td Bank N.A.	Greenville	SC	06/2022	Present

2021-03-16 → 2021-12-23

Madison Avenue Securities, Llc

San Diego, CA

Greenville, SC
2019-10-01 → 2021-03-16

Park Avenue Securities Llc

Greenville, SC
2014-03-06 → 2019-09-03

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Greenville, SC
2010-06-10 → 2014-02-24

Ubs Financial Services Inc.

Greenville, SC
2009-07-08 → 2009-07-14

Ameriprise Financial Services, Llc

Greenville, SC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-07-02