Shai-lin Gothreau

Current Employers

Core Planning

706 N Main St, Ofallon, MO 63366 • United States

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2025-03-18
TX	RA	APPROVED	2025-03-18

MO RA
APPROVED

Since 2025-03-18
TX RA
APPROVED

Since 2025-03-18

Branch Locations

St Petersburg, FL • United States

706 N Main St, Ofallon, MO 63366 • 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

Organization	City	State	From	To
Infinity Financials, Llc	Garland	TX	10/2023	08/2026
Travelers Insurance	Richardson	TX	05/2021	Present
Student	Putnam	CT	01/2015	05/2021
Core Planning Llc	Ofallon	MO	03/2025	Present
Off The Clock Financial Planning, Llc	St Petersburg	FL	08/2026	Present

10/2023 → 08/2026

Infinity Financials, Llc

Garland, TX
05/2021 → Present

Travelers Insurance

Richardson, TX
01/2015 → 05/2021

Student

Putnam, CT
03/2025 → Present

Core Planning Llc

Ofallon, MO
08/2026 → Present

Off The Clock Financial Planning, Llc

St Petersburg, FL

Other Businesses

Travelers Insurance work may be performed during business hours and is not investment related. This position involves Agile Product Owner and there is no known conflict of interest for clients of Core Planning, LLC. Shai-Lin Gothreau is available to clients of Core Planning during business and trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-02-19

S65 Uniform Investment Adviser Law Examination

2025-02-19