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Shawn E. Burns

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CRD#: 3138114
SB

Professional summary


Shawn Evan Burns was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Shawn is a previously registered financial professional and started their career in finance in 1999. Prior to being barred, Shawn had worked at 8 firms, which includes SW FINANCIAL, CAPE SECURITIES INC., FIRST MIDWEST SECURITIES INC., J.P. TURNER & COMPANY L.L.C., WESTROCK ADVISORS INC., W.A. CAPITAL MARKETS, CANTELLA & CO. INC., GLOBAL CAPITAL MARKETS LLC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 3, 2014 - May 6, 2016

SW FINANCIAL

BD
CRD#: 145012
FARMINGDALE, NY
Past

August 24, 2012 - April 11, 2014

CAPE SECURITIES INC.

BD
CRD#: 7072
HOLBROOK, NY
Past

July 20, 2011 - August 24, 2012

SW FINANCIAL

BD
CRD#: 145012
HOLBROOK, NY
Past

June 12, 2009 - July 5, 2011

FIRST MIDWEST SECURITIES, INC.

BD
CRD#: 21786
HOLBROOK, NY
Past

May 16, 2007 - June 15, 2009

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
HOLTSVILLE, NY
Past

April 21, 2005 - May 16, 2007

WESTROCK ADVISORS, INC.

BD
CRD#: 114338
NEW YORK, NY
Past

July 18, 2002 - April 25, 2005

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
ATLANTA, GA
Past

May 4, 2001 - June 12, 2002

W.A. CAPITAL MARKETS

BD
CRD#: 6292
NEW YORK, NY
Past

October 18, 2000 - April 6, 2001

CANTELLA & CO., INC.

BD
CRD#: 13905
MALDEN, MA
Past

January 1, 1999 - October 18, 2000

GLOBAL CAPITAL MARKETS, LLC

BD
CRD#: 16191
MELVILLE, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/25/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SF
SW FINANCIAL
SALOMON WHITNEY FINANCIAL | SW FINANCIAL | SALOMON WHITNEY LLC

CRD#: 145012 / SEC#: , 8-67688

BD
Postponed Effective by SEC on 05/16/2023
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 06/11/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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Documents


Direct owners and executive officers


NamePositionCRD#
ANGIA HOLDINGS, LLC75.1% OWNER

Disclosures


Regulatory Event7
Arbitration7

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information


SW FINANCIAL

CRD#: 145012

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