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Shawn Patrick Bennett

Inspire Advisors, LLC

Gainesville, FL

Meridian, ID

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Current Employers
Inspire Advisors, Llc

3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-02-21
  • FL RA
    APPROVED
    Since 2024-02-21

Branch Locations

Gainesville, FL • United States

3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • 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
Valic Financial Advisors, Inc. Tampa FL 09/1997 02/2024
Agia Houston TX 12/2022 Present
Inspire Advisors, Llc Dba Your Financial Legacy Meridian ID 02/2024 Present
  • 09/1997 → 02/2024
    Tampa, FL
  • 12/2022 → Present
    Agia
    Houston, TX
  • 02/2024 → Present
    Inspire Advisors, Llc Dba Your Financial Legacy
    Meridian, ID
Previous Registrations
Other Businesses

(1) 7/2020 HOA Board Member; Treasurer; Non Investment Related; 1 hour /month; 0 hours during trading hours; 10136 SW 52nd Road, Gainesville FL 32608;provide opinions on local community fix ups and repairs that need to be completed and check up on the Manager to make sure the bank accounts that they manafor us look in line with expectations. (2) 9/2018 Independent Licensed insurance Agent; Investment Related; Florida; Life, Health and Variable Annuity (3) 12/2022 AGIA: Insurance Agent; Investment Related; 10 Hours/month; 1 hours/during trading hours; 2929 Allen Parkway, Houston TX 77019; Non-Securities Insurance Products (4) 10/2017 Cool Properties, LLC; Owner; Real Estate; Non Investment Related; 1 hour /week; 1 hours during trading hours; 10136 SW 52nd Road, Gainesville, FL 32608; Rental Property for personal use and rentals to pay expenses and added income

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-06-09
S65 Uniform Investment Adviser Law Examination 2022-02-03
  • S63 Uniform Securities Agent State Law Examination
    2022-06-09
  • S65 Uniform Investment Adviser Law Examination
    2022-02-03

View on SEC IAPD

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