Gregory Scott Shuman

Current Employers

Employment History

• 05/2017 → 08/2017
  Questar Asset Management
  Minneapolis, MN
• 01/2018 → 04/2019
  Sequent Planning, Llc
  Mermentau, LA
• 10/2019 → 10/2020
  Brookstone Capital Management
  Wheaton, IL
• 10/2020 → 04/2021
  Gradient Advisors, Llc
  Arden Hills, MN
• 05/2012 → Present
  Leading Edge Insurance Marketing Llc (Guidents)
  Mermentau, LA
• 04/2021 → 08/2021
  Kinetic Investment Management, Inc.
  Los Angeles, CA
• 08/2021 → 10/2021
  Brookstone Wealth Advisors
  Wheaton, IL
• 11/2021 → 05/2023
  Pruco Securities, Llc
  Lafayette, LA
• 11/2021 → 05/2023
  The Prudential Insurance Company Of America
  Lafayette, LA
• 05/2023 → 09/2023
  Osaic Wealth, Inc. (Formerly Royal Alliance)
  Lafayette, LA
• 09/2023 → 07/2024
  Principal Life Insurance Company
  Houston, TX
• 09/2023 → 07/2024
  Principal Securities Inc
  Houston, TX
• 07/2024 → 09/2025
  Ameriprise Financial Services, Llc
  Lafayette, LA
• 09/2025 → 08/2026
  Altitude Capital Management Llc
  Des Moines, IA
• 01/2026 → 08/2026
  The Leaders Group, Inc.
  Summit, NJ
• 08/2026 → Present
  The O.N. Equity Sales Company
  Cincinnati, OH

Previous Registrations

• 2025-09-30 → 2026-08-19
  Altitude Capital Management Llc
  Des Moines, IA
  Lafayette, LA
• 2024-07-12 → 2025-09-03
  Ameriprise Financial Services, Llc
  Mermentau, LA
  Lafayette, LA
• 2023-10-06 → 2024-07-22
  Principal Securities, Inc.
  Houston, TX
  Lafayette, LA
  Lafayette, LA
• 2023-05-09 → 2023-10-03
  Osaic Wealth, Inc.
  Lafayette, LA
• 2021-11-10 → 2023-05-23
  Pruco Securities, Llc.
  Metairie, LA
  Lafayette, LA
  Lafayette, LA
• 2021-08-16 → 2021-11-01
  Brookstone Wealth Advisors, Llc
  Wheaton, IL
  Lafayette, LA
• 2021-04-15 → 2021-07-23
  Kinetic Investment Management, Inc.
  Los Angeles, CA
• 2020-10-19 → 2021-04-16
  Gradient Advisors, Llc
  Jennings, LA
  Arden Hills, MN
• 2019-10-17 → 2020-10-16
  Brookstone Capital Management Llc
  Jennings, LA
  Wheaton, IL
  Jennings, LA
• 2018-01-08 → 2019-04-15
  Sequent Planning, Llc
  Mermentau, LA
  Omaha, NE
• 2017-05-24 → 2017-08-03
  Questar Asset Management, Inc.
  Mermentau, LA
  Minneapolis, MN

Other Businesses

1.) Guidents - 10/2/2009 - 315 S College Rd, Ste 239, Lafayette, LA, 70503, Owner and independent agent, Service existing clients and help market for new clients, not Invt Rel, Market and sale life, health, and annuity insurance products, 80 hrs/mo; 80 hrs/mo (during trading time_.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-12-02
• S65 Uniform Investment Adviser Law Examination
  2017-04-04

Other Names

• Greg Shuman
• Gregory S. Shuman
• Gregory Shuman
• Greg Scott Shuman
• Greg S. Shuman