Best Investors Account Sign in
Inactive

Shaun Robert Callahan

Achieving Veritas LLC

St. Augustine, FL

Claim This Profile
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
Other Names
  • Shaun R Callahan
  • Shaun Callahan

View on SEC IAPD

Other Firms

TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CHARLES SCHWAB & CO., INC.
RAYMOND JAMES & ASSOCIATES, INC.
J. W. COLE ADVISORS, INC.
DIGNUM ET JUSTUM

Other Investors

JARED NEWTON DOLLAR
CHRISTOPHER MURRAY HETT
ANTHONY VIGNALI
RICHARD DOUGLAS CHIARENZA
Jake Burton
RONALD S PRICENOR
Kent s Norris
Justin Dolan

Other Offices

TRUIST ADVISORY SERVICES, INC. · ST. AUGUSTINE, FL
TRUIST ADVISORY SERVICES, INC. · Saint Augustine, FL
LPL FINANCIAL LLC · SAINT AUGUSTINE, FL
J.P. MORGAN SECURITIES LLC · St Augustine, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAINT AUGUSTINE, FL
CHARLES SCHWAB & CO., INC. · St. Augustine, FL
RAYMOND JAMES & ASSOCIATES, INC. · Saint Augustine, FL
J. W. COLE ADVISORS, INC. · St. Augustine, FL

More in St. Augustine, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor