Gavin Leonard Shovlin

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2021 → 11/2023
  Fsc
  Columbus, OH
• 05/2019 → 08/2019
  First Common Wealth Bank
  Pittsburgh, PA
• 08/2010 → Present
  Student
  Pittsburgh, PA
• 11/2023 → Present
  Osaic Wealth, Inc.
  Worthington, OH

Previous Registrations

• 2023-11-03 → 2024-09-25
  Osaic Wealth, Inc.
  Columbus, OH
• 2022-03-08 → 2023-11-03
  Fsc Securities Corporation
  Worthington, OH

Other Businesses

1. GAVIN L SHOVLIN POSITION: Insurance Broker NATURE: Sole Proprietor Fixed Insurance Broker INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 10/27/2023 ADDRESS: 790 Holiday Drive, Foster Plaza Eleven, Pittsburgh PA 15220, United States DESCRIPTION: Selling Term and Fixed Insurance products to family and clients referrals. 2. T&D ADVISORS, INC. DBA TD&S ADVISORS POSITION: Representative NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/14/2024 ADDRESS: 790 Holiday Drive, Foster Plaza Eleven, Pittsburgh PA 15220, United States DESCRIPTION: Doing business as ("DBA"), T&D Advisors, Inc. DBA TD&S Advisors.

Exams

• S66 Uniform Combined State Law Examination
  2022-03-03

Designations

• Certified Financial Planner

Other Names

• Gavin Leonard Shovlin
• Gavin Leonard Shovlin