Shawn Anthony Walton

Current Employers

Employment History

• 02/2014 → 01/2020
  Cambridge Investment Research, Inc
  Fairfield, IA
• 02/2014 → 01/2020
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 01/2020 → Present
  Lpl Financial Llc
  Orange City, FL

Previous Registrations

• 2014-02-28 → 2020-02-10
  Cambridge Investment Research Advisors, Inc.
  Lake Mary, FL
• 2012-01-30 → 2014-03-10
  Morgan Stanley
  Deland, FL
• 2010-03-10 → 2012-01-17
  Edward Jones
  Deland, FL
  Orange City, FL
  St Louis, MO
  Debary, FL

Other Businesses

1)1/31/20-Synergy Wealth Alliance- DBA for LPL Business (entity for LPL business)- Inv. Related- Orange City, FL- 100% 2)1/31/20- Non-Variable Insurance- Agent selling fixed insurance - Inv. Related- Orange City, FL- start date 1/30/202- 2hrs/mth - 2% 3)1/31/20- SHAWN WALTON INVESTMENTS LLC- Business Entity For Tax/Investment Purposes Only- Inv. Related- Orange City, FL - start dat 2/28/20174- 0% 4)08/04/2022 - Olympus CDD - Not Investment Related - 3501 Quadrangle Blvd. Suite 270 Orlando, FL 32817 - Non-Profit Board Member - Assistant Secretary Seat #3 - Start Date - 08/01/2022 - 1 Hours Per Month/0 Hours During Securities Trading. 5) 01/29/2025 - SYNERGY INVESTMENT MANAGEMENT LLC - Investment Related - Registered Investment Advisor DBA - Springs, FL - Start Date:01/01/2025 - 5 Hrs/Mth - 5 Hrs During Trading.I provide administrative support to SYNERGY INVESTMENT MANAGEMENT LLC, an independent investment advisor firm. I started this business activity in 1/2025. I expect to spend approximately 5 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2010-03-05

Other Names

• Shawn Anthony Bowman