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Current Employers
Mcdonough Capital Management, Inc.

6000 Turkey Lake Road Suite 212, Orlando, FL 32819 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-11-12
  • FL RA
    APPROVED
    Since 2020-11-12

Branch Locations

6000 Turkey Lake Road Suite 212, Orlando, FL 32819 • 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
Mcdonough Capital Management Orlando FL 05/2020 Present
Central Square Technologies Lake Mary FL 09/2018 05/2020
Tetra Tech Maitland FL 05/2018 09/2018
The Health Law Firm Orlando FL 01/2017 09/2017
Rollins College Winter Park FL 08/2014 12/2017
Crummer Graduate School Of Business Winter Park FL 01/2018 05/2019
Triad Advisors Norcross GA 05/2020 08/2024
Osaic Wealth, Inc. Orlando FL 08/2024 Present
  • 05/2020 → Present
    Mcdonough Capital Management
    Orlando, FL
  • 09/2018 → 05/2020
    Central Square Technologies
    Lake Mary, FL
  • 05/2018 → 09/2018
    Tetra Tech
    Maitland, FL
  • 01/2017 → 09/2017
    The Health Law Firm
    Orlando, FL
  • 08/2014 → 12/2017
    Rollins College
    Winter Park, FL
  • 01/2018 → 05/2019
    Crummer Graduate School Of Business
    Winter Park, FL
  • 05/2020 → 08/2024
    Triad Advisors
    Norcross, GA
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Orlando, FL
Other Businesses

1)McDonough Capital Management;investment related;6000 Turkey Lake Road,Suite 212,Orlando,FL 32819;investment advisor;junior wealth advisor;5/2020;140 hrs/month;6 hrs during trading;working on the advisory side of the business and building client relationships 2)McDonough Capital Management, Inc; investment-related; Orlando, FL; life insurance; insurance agent; 1/1/2000; 6 hrs/mo; 0.5 hrs during trading; offer various forms of life insurance, present life insurance options to clients requesting our assistance in this area, term, fixed and variable insurance 3)Lake Highland Board of Alumni;not investment related;901 Highland Ave,Orlando,FL 32803;board of alumni member;board member;3/11/2022;1 hr/month;0 hrs during trading;attend board meetings and assist with preparation of board sponsored events,advertise to fellow graduates giving events hosted by Lake Highland to raise money for student scholarships,etc 4) LAKE HIGHLAND PREPARATORY SCHOOL POSITION: President - Alumni Board NATURE: 501(c)3 INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/14/2025 ADDRESS: 901 Highland Ave, Orlando FL 32803, United States DESCRIPTION: Facilitate alumni board monthly meetings, attend networking events for the school, encourage alumni engagement

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-12-22
S65 Uniform Investment Adviser Law Examination 2020-09-21
  • S63 Uniform Securities Agent State Law Examination
    2021-12-22
  • S65 Uniform Investment Adviser Law Examination
    2020-09-21
Designations
Other Names
  • Shannon Mcdonough

View on SEC IAPD

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