Shane Patrick Mcvan

Current Employers

Employment History

• 05/2023 → 11/2023
  Florida Financial Advisors
  Miami, FL
• 05/2017 → 06/2018
  Blue Martini
  West Palm Beach, FL
• 08/2021 → 02/2022
  Kimley-Horn And Associates Inc.
  Tallahassee, FL
• 01/2013 → 05/2018
  Dreyfoos School Of The Arts
  West Palm Beach, FL
• 06/2018 → 12/2022
  Florida State University
  Tallahassee, FL
• 01/2023 → 04/2023
  Post-Grad
  Lake Worth Beach, FL
• 08/2023 → 11/2023
  Trinity Wealth Securities, Llc
  Miami, FL
• 11/2023 → Present
  Creative Financial Network
  Lake Worth Beach, FL
• 06/2024 → Present
  Osaic
  Lantana, FL

Previous Registrations

• 2023-05-25 → 2023-11-06
  Florida Financial Advisors, Llc
  Miami, FL

Other Businesses

1. CREATIVE FINANCIAL NETWORK POSITION: Agent NATURE: Insurance-only business INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 25 START DATE: 11/10/2023 ADDRESS: 1111 Hypoluxo Rd, Suite 203, Lantana FL 33462, United States DESCRIPTION: Contacting clients, setting appointments, seeing appointments, and clerical duties. 2. CAPELLA FINANCIAL GROUP POSITION: Financial Advisor NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 25 START DATE: 11/10/2023 ADDRESS: 444 W Railroad Ave, Suite 300, West Palm Beach FL 33401, United States DESCRIPTION: Selling Insurance products such as Life Insurance, Long Term Care, and Fixed Annuities 3. CREATIVE FINANCIAL NETWORK POSITION: Agent NATURE: Insurance-only business INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 25 START DATE: 11/10/2023 ADDRESS: 444 W Railroad Ave, Suite 300, West Palm Beach FL 33401, United States DESCRIPTION: Creating clients, setting appointments, seeing appointments, and clerical duties.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-24