Best Investors Account Sign in
Inactive

Sharon Louise Bastide

Client 1St Advisory Group

Dunedin, FL

Claim This Profile
Current Employers
Client 1St Advisory Group

963 Highland Avenue, Dunedin, FL 34698 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-12-11
  • FL RA
    APPROVED
    Since 2018-12-11

Branch Locations

963 Highland Avenue, Dunedin, FL 34698 • 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
Diversified Investors Securities Corp. Cape May NJ 10/2008 12/2016
Diversified Investment Advisors Cape May NJ 07/2010 12/2016
Self-Employed Vero Beach FL 12/2016 04/2018
Client 1St Advisory Group Llc Vero Beach FL 04/2018 Present
  • 10/2008 → 12/2016
    Diversified Investors Securities Corp.
    Cape May, NJ
  • 07/2010 → 12/2016
    Diversified Investment Advisors
    Cape May, NJ
  • 12/2016 → 04/2018
    Self-Employed
    Vero Beach, FL
  • 04/2018 → Present
    Client 1St Advisory Group Llc
    Vero Beach, FL
Previous Registrations
Other Businesses

1.) Treasure Coast Jazz Society, President- Board Of Directors, NON Profit; 5/10/2023

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-08-08
S63 Uniform Securities Agent State Law Examination 2008-12-05
  • S65 Uniform Investment Adviser Law Examination
    2015-08-08
  • S63 Uniform Securities Agent State Law Examination
    2008-12-05
Other Names
  • Sharon Louise Zingerman
  • Sharon Louise Bastide

View on SEC IAPD

Other Firms

TRUIST ADVISORY SERVICES, INC.
MOORGATE CAPITAL MANAGEMENT
FLORIDA ESTATE AND RETIREMENT PLANNING ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC

Other Investors

BARBARA ANN MARTIN
YEH YANG PANG
LUKE MICHAEL SUTTER
Andrew B Page
CHRISTIAN XAVIER BALDINO
DAVID GEORGE STIEH
MICHELLE LAIS MABRY
JAMIE RENEE MASON

Other Offices

TRUIST ADVISORY SERVICES, INC. · DUNEDIN, FL
MOORGATE CAPITAL MANAGEMENT · DUNEDIN, FL
FLORIDA ESTATE AND RETIREMENT PLANNING ADVISORS, LLC · DUNEDIN, FL
AMERIPRISE FINANCIAL SERVICES, LLC · DUNEDIN, FL
CETERA INVESTMENT ADVISERS LLC · DUNEDIN, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · DUNEDIN, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Dunedin, FL
LPL FINANCIAL LLC · Dunedin, FL

More in Dunedin, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor