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SR

Shawn Rowland

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CRD#: 7230991
SR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Shawn Rowland, who also goes by Shawn Hunter Rowland, was a registered financial professional .

Shawn is a previously registered financial professional and started their career in finance in 2020. Shawn had worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Shawn Hunter Rowland

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. Insurance Sales; same address; Non-investment related; Approximately 10% of time during the month 2. Co-Producer; The Vous Doc, LLC; Non-investment related; 0 hours spent per month; Compensated 3. Attorney; Alexander Shunnarah Trial Attorneys; Non-investment related; Approximately 40 hours spent per month; Compensated

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

May 9, 2022 - July 26, 2023

EUDAIMONIA PARTNERS, LLC

RIA
CRD#: 283884
Lakeland, TN
Past

September 16, 2020 - April 4, 2022

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
MEMPHIS, TN
Past

August 24, 2020 - April 4, 2022

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
MEMPHIS, TN

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
IAR
Series 66
Date: 9/14/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/24/2020
General Securities Representative Examination
General Industry/Product Exam

Current Firm


EP
EUDAIMONIA PARTNERS, LLC
ARDOR WEALTH MANAGEMENT, LLC | UNIVERSITY PLANNING PARTNERS | SUMMITAS INVESTMENT MANAGEMENT | STRONG TOWER WEALTH MANAGEMENT | PROSPERITY WEALTH MANAGEMENT | PHOENIX ASSET ADVISORS, LLC | MARKED TREE WEALTH MANAGEMENT | JOHN SHAO PORTFOLIO MANAGEMENT | GUARDIAN STRATEGIC WEALTH PLANNERS | GOODSON WEALTH MANAGEMENT | GLENWOOD FINANCIAL PARTNERS | FAMILY FORTUNE FINANCIAL, LLC | EUDAIMONIA PARTNERS, LLC | EUDAIMONIA GROUP | ELITE WEALTH MANAGEMENT, LLC | COMPLETE WEALTH 360 | CANOPY ASSET MANAGEMENT, LLC | ASSETWISE FINANCIAL GROUP

CRD#: 283884 / SEC#: 801-107836

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Contact information


Main Address
1791 Bypass Rd., Winchester, TN 37398
Mailing Address
Phone number
(877) 843-1411
Established
Firm type
Fiscal year end
# of Employees
27

Documents


Latest Form ADV

Part 2 Brochures

EUDAIMONIA PARTNERS, LLC ADV PART 2A FIRM DISCLOSURE BROCHURE (4/30/2024)

Regulatory assets under management


Total Number of Accounts2,332
AUM (Assets Under Management)$ 703,543,778

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.

Company Information


EUDAIMONIA PARTNERS, LLC

CRD#: 283884

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