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Mark Elliott Shannon

Investment adviser representative at Strive Financial Group, LLC
10 yearsYears since first job or exam
1 stateRegistered in
$246.7M
2 yearsFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Strive Financial Group, LLCJun 2026 to now
  2. Marriott International, W HotelJul 2025 to now
  3. 615atm, LLCAug 2022 to now
  4. Hoosier 3, LLCNov 2018 to now
  5. Pony Up Holdings, LLCOct 2024 to Jun 2025
  6. Tin Roof Acquisition GroupNov 2020 to Sep 2024
  7. Mayer ElectricAug 2019 to Nov 2019
  8. Kaneco BuildersMay 2019 to Aug 2019
  9. Dream Hotel GroupMar 2019 to Nov 2020
  10. QNTM Fit LifeJun 2018 to Feb 2019
  11. Goodwood BrewingApr 2018 to Jun 2018
  12. KPG Hospitality GroupDec 2016 to May 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (TN).

Strive Financial Group, LLC

$246.7M
769Clients
11Advisers
2 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

6087521
333298
Advisor's SEC record (opens in a new tab)
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