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Current Employers
Camelot Wealth Management, Llc

Oldsmar, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2014-08-12
  • FL RA
    APPROVED
    Since 2014-08-12

Branch Locations

Oldsmar, FL • United States

Miami, FL • United States

Miami, FL • 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
Camelot Wealth Management, Llc Oldsmar FL 12/2017 Present
Miami-Dade Aviation Miami FL 10/2016 Present
Camelot Wealth Management Miami FL 01/2016 11/2017
  • 12/2017 → Present
    Oldsmar, FL
  • 10/2016 → Present
    Miami-Dade Aviation
    Miami, FL
  • 01/2016 → 11/2017
    Camelot Wealth Management
    Miami, FL
Other Businesses

1. Miami-Dade Aviation since 12/2016 as an Accountant, not investment-related, devoting a majority of professional time as such. 2. Tax Preparation. Non-investment-related, Oldsmar, FL; Simple Tax Returns; Since 2015, Feb-April up to 3 hours a week each during that time frame, Less than an hour during trading hours,

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-17
  • S65 Uniform Investment Adviser Law Examination
    2013-05-17
Other Names
  • Shawn P. Mahoney

View on SEC IAPD

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