SB
Shana D. Burt
G. A. REPPLE & COMPANY
ORANGE, TX
Some features on this profile are disabled
CRD#: 4006676
SB
Professional summary
Shana Denise Burt, who also goes by Shana Denise Breaux, Shana Denise Burton, Shana Burton, Shana Denise Diamond, is a registered financial advisor currently at G. A. REPPLE & COMPANY located in Orange, Texas.
Shana is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Shana has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Shana Denise Breaux | Shana Denise Burton | Shana Burton | Shana Denise Diamond
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.
1.) YOUNG LIVING - 3125 W. Executive pkwy, Lehi, UT 84043 - Started 1/10/2015 - Member - multi level marketing company selling essential oils and supplements - non-investment related - 0 Hrs. per month, 0 hrs. during trading hrs. 2.) J13 PROPERTIES LLC - 3535 Grant Ave., Groves, TX 77619 - Started 7-30-2015 - Owner/Member - Construction Business - bookkeeping, paying bills, Invoicing - non-investment related -10 Hrs. per month 0 hrs. during trading. 3.) PORT NECHES RIVERFEST - 1110 Port Neches Ave., Port Neches, TX 77651 - Started 5-1-2001 - board member of committee for annual festival - non-investment related - 2 hrs. per month, 0 hrs. during trading. 4. PORT NECHES CHAMBER OF COMMERCE - 1110 Port Neches Ave., Port Neches, TX 77651 - Started 1/1/2000 - Board Member - attend meetings and chamber functions - non-investment related - 2 hrs. per month during trading hrs. 5. FINANCIAL ISSUES STEWARDSHIP MINISTRIES, PO BOX 270 EXTON PA 19341, Started 11-17-2022 Non-profit member of association of churches - Show Host and Board Member - 20 Hrs. per month, 1 hr. during trading hours. 6.) Financial Issues Stewardship Ministries - P.O. Box 270 Exton, PA 19341 - Start 11/17/2022 - Board Member - Non-Profit Member of association of Churches - Investment related - (Health Sharing Ministry) 40 hours per month, 10 hours during trading. 7) Exodus Financial Services - 2117 Magnolia Ave., Suite B, Port Neches. TX 77651 - Started 1/1/2018 - Owner/Financial Advisor - Financial Planning and Insurance products offered - Investment related - 240 hrs. per month 60 hrs. during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Shana Denise Burt's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Shana Denise Burt's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 13, 2018 - Present
G. A. REPPLE & COMPANY
RIA
BD
CRD#: 17486
ORANGE, TX
Current
May 7, 2018 - Present
G. A. REPPLE & COMPANY
Office #1: 101 Normandy Rd, Casselberry, FL 32707RIA
BD
CRD#: 17486
Casselberry, FL
Past
April 4, 2005 - May 14, 2018
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
PORT NECHES, TX
Past
October 13, 1999 - February 7, 2005
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GA
G. A. REPPLE & COMPANY
123-INVESTING | WOLFE FINANCIAL GROUP | WITTHAUER FINANCIAL GROUP | WALKER FINANCIAL | TRINITY WEALTH MANAGEMENT | THOMAS STROBHAR FINANCIAL | TELEIOS FINANCIAL PARTNERS | REPPLE WEALTH MANAGEMENT | REPPLE WEALTH GROUP | MANGROVE FINANCIAL GROUP | KINGDOM FINANCIAL SERVICES | HORIZON FINANCIAL SOLUTIONS | HARVEST FINANCIAL | GVC INVESTMENTS | G. A. REPPLE & COMPANY | EXODUS FINANCIAL SERVICES | ENGWALL CLARK AND ASSOCIATES | ENGEDI FINANCIAL | DAN HARDT FINANCIAL SERVICES | COVENANT FINANCIAL MANAGEMENT | CHRISTIAN FAMILY FINANCIAL | BOB HOLBROOK INVESTMENT SERVICES | AVANTI WEALTH MANAGEMENT | ANSEVIN ASSET MANAGEMENT | ALICEA SERVICES | ALAN SIEGEL FINANCIAL SERVICES
CRD#: 17486 / SEC#: 801-63426, 8-35315
RIA
Registered Investment Advisory firm - SEC (9/16/2004 Approved)Arkansas
Registered Investment Advisory firm - SEC (9/23/2004 Terminated)California
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)Colorado
Registered Investment Advisory firm - SEC (12/17/2004 Terminated)Florida
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)Georgia
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)Indiana
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)Kansas
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)Kentucky
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)Louisiana
Registered Investment Advisory firm - SEC (2/11/2005 Terminated)Maryland
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)Massachusetts
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)Missouri
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)New Hampshire
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)North Carolina
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)Ohio
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)Rhode Island
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)South Carolina
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)Tennessee
Registered Investment Advisory firm - SEC (12/17/2004 Terminated)Texas
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)Virginia
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)Washington
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Alabama(10/8/2018)
IAR
Alaska(4/10/2023)
IAR
Arizona(3/21/2023)
RR
Arkansas(5/7/2018)
IAR
Arkansas(8/28/2018)
IAR
California(1/10/2020)
IAR
Colorado(2/7/2020)
IAR
Connecticut(4/2/2021)
IAR
Delaware(3/15/2023)
IAR
Florida(11/1/2018)
IAR
Georgia(8/28/2018)
RR
Georgia(9/20/2018)
IAR
Hawaii(11/8/2019)
IAR
Idaho(3/14/2023)
IAR
Illinois(10/12/2018)
RR
Illinois(6/27/2022)
IAR
Indiana(4/15/2020)
RR
Iowa(5/7/2018)
IAR
Iowa(1/2/2020)
IAR
Kansas(5/31/2019)
IAR
Kentucky(7/12/2019)
IAR
Louisiana(9/24/2018)
IAR
Maine(3/15/2023)
IAR
Maryland(1/28/2019)
RR
Maryland(6/5/2020)
IAR
Massachusetts(5/15/2024)
IAR
Michigan(1/8/2019)
IAR
Minnesota(3/16/2023)
RR
Mississippi(5/7/2018)
IAR
Mississippi(9/20/2018)
IAR
Missouri(8/4/2020)
IAR
Montana(7/16/2021)
IAR
Nebraska(3/14/2023)
IAR
Nevada(8/14/2019)
RR
New Hampshire(9/23/2022)
IAR
New Hampshire(9/29/2022)
IAR
New Jersey(8/11/2021)
IAR
New Mexico(3/5/2020)
IAR
New York(3/14/2023)
IAR
North Carolina(10/2/2018)
IAR
North Dakota(3/21/2023)
IAR
Ohio(12/6/2018)
RR
Ohio(1/6/2021)
IAR
Oklahoma(1/8/2019)
IAR
Oregon(9/22/2021)
IAR
Pennsylvania(3/15/2023)
IAR
Rhode Island(3/14/2023)
IAR
South Carolina(1/8/2021)
IAR
South Dakota(3/22/2023)
RR
Tennessee(7/22/2020)
RR
Texas(5/7/2018)
IAR
Texas(7/13/2018)
IAR
Utah(3/14/2023)
IAR
Vermont(3/15/2023)
IAR
Virginia(9/10/2018)
IAR
Washington(1/31/2022)
IAR
West Virginia(1/10/2020)
IAR
Wisconsin(7/30/2018)
RR
Wisconsin(1/7/2021)
IAR
Wyoming(3/17/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GA
G. A. REPPLE & COMPANY
123-INVESTING | WOLFE FINANCIAL GROUP | WITTHAUER FINANCIAL GROUP | WALKER FINANCIAL | TRINITY WEALTH MANAGEMENT | THOMAS STROBHAR FINANCIAL | TELEIOS FINANCIAL PARTNERS | REPPLE WEALTH MANAGEMENT | REPPLE WEALTH GROUP | MANGROVE FINANCIAL GROUP | KINGDOM FINANCIAL SERVICES | HORIZON FINANCIAL SOLUTIONS | HARVEST FINANCIAL | GVC INVESTMENTS | G. A. REPPLE & COMPANY | EXODUS FINANCIAL SERVICES | ENGWALL CLARK AND ASSOCIATES | ENGEDI FINANCIAL | DAN HARDT FINANCIAL SERVICES | COVENANT FINANCIAL MANAGEMENT | CHRISTIAN FAMILY FINANCIAL | BOB HOLBROOK INVESTMENT SERVICES | AVANTI WEALTH MANAGEMENT | ANSEVIN ASSET MANAGEMENT | ALICEA SERVICES | ALAN SIEGEL FINANCIAL SERVICES
CRD#: 17486 / SEC#: 801-63426, 8-35315
RIA
Registered Investment Advisory firm - SEC (9/16/2004 Approved)Arkansas
Registered Investment Advisory firm - SEC (9/23/2004 Terminated)California
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)Colorado
Registered Investment Advisory firm - SEC (12/17/2004 Terminated)Florida
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)Georgia
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)Indiana
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)Kansas
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)Kentucky
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)Louisiana
Registered Investment Advisory firm - SEC (2/11/2005 Terminated)Maryland
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)Massachusetts
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)Missouri
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)New Hampshire
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)North Carolina
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)Ohio
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)Rhode Island
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)South Carolina
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)Tennessee
Registered Investment Advisory firm - SEC (12/17/2004 Terminated)Texas
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)Virginia
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)Washington
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information
Main Address
101 Normandy Rd, Casselberry, FL 32707
Mailing Address
101 Normandy Rd, Casselberry, FL 32707
Phone number
(407) 339-9090
Established
Florida since 11/05/1985
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
68
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,349 |
| AUM (Assets Under Management) | $ 614,731,911 |
Disclosures
| Regulatory Event | 8 |
| Arbitration | 2 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
