Denise A. Longshaw

ARAGON CAPITAL LLC

Fort Lauderdale, FL 33301

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CRD#: 4707489

Professional summary

Denise Ann-marie Longshaw, who also goes by Denise Annemarie Longshaw, Denise Ann-marie Longshaw-vo, Denise A Longshaw, Denise A Vo, is a registered financial advisor currently at ARAGON CAPITAL LLC located in Fort Lauderdale, Florida.

Denise is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Denise has worked at 7 firms and has passed the Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Denise Annemarie Longshaw | Denise Ann-Marie Longshaw-Vo | Denise A Longshaw | Denise A Vo

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.

Denise Longshaw will be DBA: Longshaw Financial Group; it is investment related; 9825 West Sample Rd, Ste 204, Coral Springs, FL; insurance/annuity/retirement planning; since July 2012; President/Owner/Retirement Consultant; approximately 80 hours per month during market hours; advise clients on retirement planning I am a Landlord of a TownHouse I own and I collect monthly rent of $2000.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Denise Ann-marie Longshaw's CRS (Customer Relationship Summary).

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®

None

Experience

Current

August 21, 2020 - Present

ARAGON CAPITAL LLC

Office #1: 101 Ne 3rd Ave Suite 1500, Fort Lauderdale, FL 33301

RIA

CRD#: 166958

Fort Lauderdale, FL

Past

January 5, 2016 - June 30, 2020

FOUNDATIONS INVESTMENT ADVISORS LLC

RIA

CRD#: 175083

Coral Gables, FL

Past

January 2, 2014 - September 29, 2015

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

CORAL SPRINGS, FL

Past

November 29, 2012 - November 6, 2013

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

CORAL SPRINGS, FL

Past

April 30, 2008 - August 3, 2012

PLANMEMBER SECURITIES CORPORATION

RIA

CRD#: 11869

DEERFIELD BEACH, FL

Past

April 24, 2008 - August 3, 2012

PLANMEMBER SECURITIES CORPORATION

CRD#: 11869

CARPINTERIA, CA

Past

January 23, 2007 - April 10, 2008

INVESTACORP, INC.

CRD#: 7684

DAVIE, FL

Past

July 13, 2004 - September 25, 2006

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

WEST PALM BEACH, FL

Past

December 20, 2003 - September 25, 2006

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

HOUSTON, TX

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".

ARAGON CAPITAL LLC

CRD#: 166958 / SEC#: 801-121982

RIA

Registered Investment Advisory firm - (7/30/2021 Approved)

Florida

Registered Investment Advisory firm - (8/12/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Florida
(8/21/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/9/2004

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 12/19/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ARAGON CAPITAL LLC

CRD#: 166958 / SEC#: 801-121982

RIA

Registered Investment Advisory firm - (7/30/2021 Approved)

Florida

Registered Investment Advisory firm - (8/12/2021 Terminated)

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Contact information

Main Address

101 Ne 3rd Ave Suite 1500, Fort Lauderdale, FL 33301

Mailing Address

Phone number

(786) 529-6540

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (9/23/2025)

ADV 3 - FORM CRS (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,066
AUM (Assets Under Management)	$ 285,018,221

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.

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Advisor Monitoring

Firm Stability Insights

Denise A. Longshaw

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Denise Ann-marie Longshaw's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOUNDATIONS INVESTMENT ADVISORS LLC

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

VOYA FINANCIAL ADVISORS, INC.

PLANMEMBER SECURITIES CORPORATION

PLANMEMBER SECURITIES CORPORATION

INVESTACORP, INC.

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

ARAGON CAPITAL LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/9/2004

Series 6

Date: 12/19/2003

Current Firm

ARAGON CAPITAL LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARAGON CAPITAL LLC

TRUST BUT VERIFY

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