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Current Employers
Truvestments Capital Llc

5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2018-10-12
  • OH RA
    APPROVED
    Since 2018-10-12

Branch Locations

5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240 • United States

Lewis Center, OH • 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
Truvestments Capital, Llc Sarasota FL 10/2018 Present
Shane & Shane Financial Lewis Center OH 09/2014 Present
Other Businesses

(1) PARTNER/OWNER, SHANE & SHANE FINANCIAL; NON-VARIABLE INSURANCE SALES (HEALTH, DENTAL, VISION, DISABILITY); 40 HRS PER WEEK DURING TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-02
  • S65 Uniform Investment Adviser Law Examination
    2018-08-02

View on SEC IAPD

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