Shawn Fodge

2725 Colonial Ave, Erie, PA 16506 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2022-07-14

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Lpl Financial Llc	Pittsburgh	PA	08/2011	10/2017
Global Retirement Partners, Llc	San Rafael	CA	05/2017	10/2017
The Huntington National Bank	Pittsburgh	PA	08/2018	01/2020
The Huntington Investment Company	Columbus	OH	08/2018	01/2020
Greycourt & Co. Inc	Pittsburgh	PA	11/2017	07/2018
Schneider Downs Wealth Management Advisors Lp	Pittsburgh	PA	01/2020	10/2021
Fidelity Investments	Cranberry Township	PA	10/2021	07/2022
Hbks Wealth Advisors	Warrendale	PA	07/2022	Present
Hbk Sorce Insurance Llc	Warrendale	PA	07/2022	Present

08/2011 → 10/2017

Lpl Financial Llc

Pittsburgh, PA
05/2017 → 10/2017

Global Retirement Partners, Llc

San Rafael, CA
08/2018 → 01/2020

The Huntington National Bank

Pittsburgh, PA
08/2018 → 01/2020

The Huntington Investment Company

Columbus, OH
11/2017 → 07/2018

Greycourt & Co. Inc

Pittsburgh, PA
01/2020 → 10/2021

Schneider Downs Wealth Management Advisors Lp

Pittsburgh, PA
10/2021 → 07/2022

Fidelity Investments

Cranberry Township, PA
07/2022 → Present

Hbks Wealth Advisors

Warrendale, PA
07/2022 → Present

Hbk Sorce Insurance Llc

Warrendale, PA

2021-11-03 → 2022-05-24

Fidelity Personal And Workplace Advisors

Cranberry Township, PA
2020-02-17 → 2021-09-21

Schneider Downs Wealth Management Advisors, Lp

Pittsburgh, PA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-02-17
S63	Uniform Securities Agent State Law Examination	2006-03-21