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Douglas Michael Sheahan

Truist Advisory Services, Inc.

Winter Park, FL

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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-08
  • FL RA
    APPROVED
    Since 2025-07-08

Branch Locations

400 S Park Ave Ste 200, Winter Park, FL 32789 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Concert Wealth Management, Inc San Jose CA 10/2012 12/2016
Platinum Wealth Partners, Inc. Tampa FL 10/2016 11/2017
Iccf Wealth Management, Llc Winter Park FL 11/2017 06/2025
Insurance Consultants Of Central Florida Winter Park FL 10/2012 12/2022
Iccf Wealth Management, Llc Winter Park FL 12/2022 06/2025
Truist Advisory Services, Inc. Winter Park FL 07/2025 Present
Truist Investment Services, Inc. Winter Park FL 07/2025 07/2025
Truist Investment Services, Inc. Winter Park FL 07/2025 Present
  • 10/2012 → 12/2016
    Concert Wealth Management, Inc
    San Jose, CA
  • 10/2016 → 11/2017
    Platinum Wealth Partners, Inc.
    Tampa, FL
  • 11/2017 → 06/2025
    Iccf Wealth Management, Llc
    Winter Park, FL
  • 10/2012 → 12/2022
    Insurance Consultants Of Central Florida
    Winter Park, FL
  • 12/2022 → 06/2025
    Iccf Wealth Management, Llc
    Winter Park, FL
  • 07/2025 → Present
    Truist Advisory Services, Inc.
    Winter Park, FL
  • 07/2025 → 07/2025
    Truist Investment Services, Inc.
    Winter Park, FL
  • 07/2025 → Present
    Truist Investment Services, Inc.
    Winter Park, FL
Previous Registrations
  • 2017-12-21 → 2025-07-30
    Iccf Wealth Management, Llc
    Winter Park, FL
    Winter Park, FL
  • 2016-10-20 → 2018-01-11
    Platinum Wealth Partners
    Winter Park, FL
    Tampa, FL
    Winter Park, FL
  • 2012-10-09 → 2017-01-03
    Concert Wealth Management
    Winter Park, FL
    San Jose, CA
    Winter Park, FL
  • 2009-06-01 → 2012-10-31
    Morgan Stanley
    Winter Park, FL
    Winter Park, FL
  • 2009-04-03 → 2009-06-01
    Citigroup Global Markets Inc.
    Winter Park, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-06-20
S66 Uniform Combined State Law Examination 2009-02-20
  • S63 Uniform Securities Agent State Law Examination
    2025-06-20
  • S66 Uniform Combined State Law Examination
    2009-02-20

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
DOBSON STREET LLC
PFS INVESTMENTS INC.

Other Investors

Bradley Dean Erb
Julie Kerr Tecau
Samuel Warren Gruenig
Brittney Rhyianna Cooper
Carlton J Smith
Erin B Long
Misty Morris
DiIvory Edgecomb

Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

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