Stephen Paul Shaffer

Current Employers

Employment History

• 12/1997 → 12/2021
  United Airlines
  Chicago, IL
• 03/2013 → Present
  Latitude Advisors, Llc
  Vero Beach, FL
• 04/2024 → Present
  Oneseven
  Beachwood, OH

Previous Registrations

• 2013-03-20 → 2024-03-01
  Latitude Advisors, Llc
  Altoona, PA
  Yorkville, IL
• 2011-10-26 → 2012-12-03
  Trustmont Advisory Group, Inc.
  Greensburg, PA

Other Businesses

Name of Business: Insurance Sales (Life & Health) Address: 1216 Eleventh Ave 232, Altoona, PA 16601 Nature of Business/Activity Type: Insurance Sales Position/Title: Broker Investment Related: No Start Date: 01/10/2004 Hours per Month Devoted: 20–30 Hours During Trading Hours: 5–10 (weekly; can convert if needed) Description of Duties: Selling health, disability, fixed annuities, and life insurance products to clients on a commission basis. Name of Business: Sheetz Aviation Address: 204 Aviation Way, Martinsburg, PA 16661 Nature of Business/Activity Type: Corporate Flight Department1. INSURANCE SALES (LIFE & HEALTH)2.NONE 3.ADDRESS: 1216 Eleventh Ave 232 Altoona, PA 16601 4. NO 5. Broker 6. START: 1/10/04 7. 5-10 HRS WEEK 8. 20-30 9. COMMISSION 10. FILLING HEALTH, DISABILITY, FIXED ANNUITIES & LIFE INSURANCE NEEDS TO CLIENTS. Position/Title Pilot Investment Related: No Start Date: 03/10/2025 Hours per Month Devoted: 25 Hours During Trading Hours: 5 Description of Duties: Crew corporate aircraft for private use.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-10-25
• S63 Uniform Securities Agent State Law Examination
  2005-03-03

Designations

Other Names

• Steve Shaffer