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Shaun Robert Callahan

Achieving Veritas LLC

St. Augustine, FL

CRD 5731917

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Employer firm

Achieving Veritas LLC CRD 327170

$70.1M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Achieving Veritas Llc

1301 Plantation Island Drive S. Suite 201B, St. Augustine, FL 32080 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-17
  • FL RA
    APPROVED
    Since 2025-03-17

Branch Locations

1301 Plantation Island Drive S. Suite 201B, St. Augustine, FL 32080 • 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
Wealth Enhancement Group Jacksonville FL 09/2021 01/2025
Bank Of America Jacksonville FL 11/2018 08/2021
Wells Fargo Jacksonville FL 07/2014 11/2018
Achieving Veritas Llc St. Augustine FL 03/2025 Present
  • 09/2021 → 01/2025
    Wealth Enhancement Group
    Jacksonville, FL
  • 11/2018 → 08/2021
    Bank Of America
    Jacksonville, FL
  • 07/2014 → 11/2018
    Wells Fargo
    Jacksonville, FL
  • 03/2025 → Present
    Achieving Veritas Llc
    St. Augustine, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-14
S66 Uniform Combined State Law Examination 2009-12-31
  • S65 Uniform Investment Adviser Law Examination
    2022-07-14
  • S66 Uniform Combined State Law Examination
    2009-12-31
Designations
  • Certified Financial Planner
Other Names
  • Shaun R Callahan
  • Shaun Callahan

View on SEC IAPD

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Nearby Investors

JARED NEWTON DOLLAR
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Nearby Offices

TRUIST ADVISORY SERVICES, INC. · ST. AUGUSTINE, FL
TRUIST ADVISORY SERVICES, INC. · Saint Augustine, FL
LPL FINANCIAL LLC · SAINT AUGUSTINE, FL

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