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Michael Joseph Shea

True Equity Wealth Management LLC

Nashville, TN

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Current Employers
True Equity Wealth Management Llc

1033 Demonbreun St. Suite 300, Nashville, TN 37203 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-06-05
TN RA APPROVED 2021-11-19
  • CA RA
    APPROVED
    Since 2024-06-05
  • TN RA
    APPROVED
    Since 2021-11-19

Branch Locations

1033 Demonbreun St. Suite 300, Nashville, TN 37203 • 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
Envision Wealth Planning Brentwood TN 06/2014 03/2017
Applied Capital Nashville TN 04/2017 11/2021
True Equity Wealth Management Llc Nashville TN 08/2021 Present
  • 06/2014 → 03/2017
    Envision Wealth Planning
    Brentwood, TN
  • 04/2017 → 11/2021
    Applied Capital
    Nashville, TN
  • 08/2021 → Present
    True Equity Wealth Management Llc
    Nashville, TN
Previous Registrations
  • 2017-04-10 → 2021-11-10
    Applied Capital Llc
    Nashville, TN
    Little Rock, AR
  • 2016-11-09 → 2017-04-10
    Envision Wealth Planning
    Franklin, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-09
  • S65 Uniform Investment Adviser Law Examination
    2015-03-09
Designations

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
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