Shannon Rose Devita

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2025-08-08

Branch Locations

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

Organization	City	State	From	To
Huntington Investment Company	Columbus	OH	03/2013	07/2019
Cetera Investment Services	Saint Cloud	MN	10/2019	10/2023
Cetera Investment Advisors Llc	Wilmington	NC	10/2019	10/2023
First National Bank Of Pa	Wilmington	NC	10/2019	10/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Wilmington	NC	10/2023	08/2025
Bank Of America, N.A.	Wilmington	NC	01/2024	08/2025
Commonwealth Financial Network	Waltham	MA	08/2025	Present
Lifetime Asset Management, Llc	Raleigh	NC	08/2025	06/2026
M3 Capital Management	Wilmington	NC	06/2026	Present

03/2013 → 07/2019

Huntington Investment Company

Columbus, OH
10/2019 → 10/2023

Cetera Investment Services

Saint Cloud, MN
10/2019 → 10/2023

Cetera Investment Advisors Llc

Wilmington, NC
10/2019 → 10/2023

First National Bank Of Pa

Wilmington, NC
10/2023 → 08/2025

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wilmington, NC
01/2024 → 08/2025

Bank Of America, N.A.

Wilmington, NC
08/2025 → Present

Commonwealth Financial Network

Waltham, MA
08/2025 → 06/2026

Lifetime Asset Management, Llc

Raleigh, NC
06/2026 → Present

M3 Capital Management

Wilmington, NC

2023-10-19 → 2025-08-11

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wilmington, NC
2019-10-09 → 2023-10-17

Cetera Investment Advisers Llc

Wilmington, NC
2016-06-28 → 2019-07-30

The Huntington Investment Company

Gahanna, OH

Fixed insurance sales; as of 08/08/2025; 15% of time spent during business hours; Conducted at branch location; Investment related.

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-06-27

Other Firms