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5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-10-12 |
Branch Locations
5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240 • United States
Lewis Center, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truvestments Capital, Llc | Sarasota | FL | 10/2018 | Present |
| Shane & Shane Financial | Lewis Center | OH | 09/2014 | Present |
(1) PARTNER/OWNER, SHANE & SHANE FINANCIAL; NON-VARIABLE INSURANCE SALES (HEALTH, DENTAL, VISION, DISABILITY); 40 HRS PER WEEK DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-02 |
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