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Shannon Erika Truman

Homestead Advisers Corp.

Spring, TX

Arlington, VA

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Current Employers
Homestead Advisers Corp.

4301 Wilson Blvd., Arlington, VA 22203-1860 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-02-19
DC RA APPROVED 2025-01-27
LA RA APPROVED 2025-01-16
FL RA APPROVED 2025-01-02
GA RA APPROVED 2024-12-26
AZ RA APPROVED 2024-12-24
ND RA APPROVED 2024-12-16
NM RA APPROVED 2024-12-12
WV RA APPROVED 2024-12-12
NJ RA APPROVED 2024-12-11
OH RA APPROVED 2024-12-11
SD RA APPROVED 2024-12-11
UT RA APPROVED 2024-12-11
VT RA APPROVED 2024-12-11
VI RA APPROVED 2024-12-11
AL RA APPROVED 2024-12-10
AK RA APPROVED 2024-12-10
AR RA APPROVED 2024-12-10
CA RA APPROVED 2024-12-10
CO RA APPROVED 2024-12-10
CT RA APPROVED 2024-12-10
DE RA APPROVED 2024-12-10
HI RA APPROVED 2024-12-10
ID RA APPROVED 2024-12-10
IL RA APPROVED 2024-12-10
IN RA APPROVED 2024-12-10
IA RA APPROVED 2024-12-10
KS RA APPROVED 2024-12-10
KY RA APPROVED 2024-12-10
ME RA APPROVED 2024-12-10
MD RA APPROVED 2024-12-10
MI RA APPROVED 2024-12-10
MN RA APPROVED 2024-12-10
MS RA APPROVED 2024-12-10
MO RA APPROVED 2024-12-10
MT RA APPROVED 2024-12-10
NE RA APPROVED 2024-12-10
NV RA APPROVED 2024-12-10
NH RA APPROVED 2024-12-10
NC RA APPROVED 2024-12-10
OK RA APPROVED 2024-12-10
OR RA APPROVED 2024-12-10
PA RA APPROVED 2024-12-10
PR RA APPROVED 2024-12-10
RI RA APPROVED 2024-12-10
SC RA APPROVED 2024-12-10
TX RA APPROVED 2024-12-10
VA RA APPROVED 2024-12-10
WA RA APPROVED 2024-12-10
WI RA APPROVED 2024-12-10
WY RA APPROVED 2024-12-10
  • MA RA
    APPROVED
    Since 2025-02-19
  • DC RA
    APPROVED
    Since 2025-01-27
  • LA RA
    APPROVED
    Since 2025-01-16
  • FL RA
    APPROVED
    Since 2025-01-02
  • GA RA
    APPROVED
    Since 2024-12-26
  • AZ RA
    APPROVED
    Since 2024-12-24
  • ND RA
    APPROVED
    Since 2024-12-16
  • NM RA
    APPROVED
    Since 2024-12-12
  • WV RA
    APPROVED
    Since 2024-12-12
  • NJ RA
    APPROVED
    Since 2024-12-11
  • OH RA
    APPROVED
    Since 2024-12-11
  • SD RA
    APPROVED
    Since 2024-12-11
  • UT RA
    APPROVED
    Since 2024-12-11
  • VT RA
    APPROVED
    Since 2024-12-11
  • VI RA
    APPROVED
    Since 2024-12-11
  • AL RA
    APPROVED
    Since 2024-12-10
  • AK RA
    APPROVED
    Since 2024-12-10
  • AR RA
    APPROVED
    Since 2024-12-10
  • CA RA
    APPROVED
    Since 2024-12-10
  • CO RA
    APPROVED
    Since 2024-12-10
  • CT RA
    APPROVED
    Since 2024-12-10
  • DE RA
    APPROVED
    Since 2024-12-10
  • HI RA
    APPROVED
    Since 2024-12-10
  • ID RA
    APPROVED
    Since 2024-12-10
  • IL RA
    APPROVED
    Since 2024-12-10
  • IN RA
    APPROVED
    Since 2024-12-10
  • IA RA
    APPROVED
    Since 2024-12-10
  • KS RA
    APPROVED
    Since 2024-12-10
  • KY RA
    APPROVED
    Since 2024-12-10
  • ME RA
    APPROVED
    Since 2024-12-10
  • MD RA
    APPROVED
    Since 2024-12-10
  • MI RA
    APPROVED
    Since 2024-12-10
  • MN RA
    APPROVED
    Since 2024-12-10
  • MS RA
    APPROVED
    Since 2024-12-10
  • MO RA
    APPROVED
    Since 2024-12-10
  • MT RA
    APPROVED
    Since 2024-12-10
  • NE RA
    APPROVED
    Since 2024-12-10
  • NV RA
    APPROVED
    Since 2024-12-10
  • NH RA
    APPROVED
    Since 2024-12-10
  • NC RA
    APPROVED
    Since 2024-12-10
  • OK RA
    APPROVED
    Since 2024-12-10
  • OR RA
    APPROVED
    Since 2024-12-10
  • PA RA
    APPROVED
    Since 2024-12-10
  • PR RA
    APPROVED
    Since 2024-12-10
  • RI RA
    APPROVED
    Since 2024-12-10
  • SC RA
    APPROVED
    Since 2024-12-10
  • TX RA
    APPROVED
    Since 2024-12-10
  • VA RA
    APPROVED
    Since 2024-12-10
  • WA RA
    APPROVED
    Since 2024-12-10
  • WI RA
    APPROVED
    Since 2024-12-10
  • WY RA
    APPROVED
    Since 2024-12-10

Branch Locations

Spring, TX • United States

4301 Wilson Blvd., Arlington, VA 22203-1860 • 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
Socon Sonar Well Services Conroe TX 07/2012 06/2017
Nexeo Solutions The Woodlands TX 06/2017 06/2018
Brasada Capital Mgmt Houston TX 08/2018 03/2024
Homestead Financial Services Corp. Arlington VA 12/2024 Present
Homestead Advisers Corp. Arlington VA 12/2024 01/2025
Unemployed Springs TX 04/2024 11/2024
Homestead Advisers Corp. Arlington VA 01/2025 07/2026
Homestead Advisers Corp. Arlington VA 07/2026 Present
  • 07/2012 → 06/2017
    Socon Sonar Well Services
    Conroe, TX
  • 06/2017 → 06/2018
    Nexeo Solutions
    The Woodlands, TX
  • 08/2018 → 03/2024
    Brasada Capital Mgmt
    Houston, TX
  • 12/2024 → Present
    Homestead Financial Services Corp.
    Arlington, VA
  • 12/2024 → 01/2025
    Homestead Advisers Corp.
    Arlington, VA
  • 04/2024 → 11/2024
    Unemployed
    Springs, TX
  • 01/2025 → 07/2026
    Homestead Advisers Corp.
    Arlington, VA
  • 07/2026 → Present
    Homestead Advisers Corp.
    Arlington, VA
Previous Registrations
  • 2018-09-05 → 2024-03-27
    Brasada Capital Management, Lp
    Houston, TX
  • 2002-07-29 → 2004-01-27
    Invesco Aim Private Asset Management, Inc.
    Houston, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-01-31
S65 Uniform Investment Adviser Law Examination 2018-08-24
  • S63 Uniform Securities Agent State Law Examination
    2025-01-31
  • S65 Uniform Investment Adviser Law Examination
    2018-08-24
Designations
Other Names
  • Shannon Erika Heath

View on SEC IAPD

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