If you searched for “Shannon Reardon Swanick” to confirm identity, career background, or trustworthy sources, this guide gives you a verification-first answer. It compiles what can be verified in official records, explains how to read those records correctly, and distills recurring leadership themes found across secondary coverage.
At-a-Glance, Verified Snapshot
- Public-record identity anchor: investment-industry filings for Shannon Paige Reardon (CRD 3085111). These filings are the most authoritative place to start when verifying identity.
- Current registration status: not currently registered as a broker or investment adviser representative (see FINRA BrokerCheck & SEC IAPD PDFs for details).
- Career timeline (from public records): prior registrations/employers include Raymond James Financial Services (short 02–03/2024), LPL Financial (2021), BMO Harris Financial Advisors (2020–2021), SunTrust Investment Services (2016–2019), Wells Fargo Advisors (2007–2013), Banc of America Investment Services (2001–2007), and earlier roles with MetLife entities (1998–2000).
- Exams shown in records: Series 7, Series 6, SIE, Series 66 & 63 (see PDFs for exact dates). :
Name usage: many pages refer to Shannon Reardon Swanick; official registry pages list Shannon Paige Reardon and note the connection between names. Use both when you search.
Why This Page (and How It’s Different)
Many articles about Shannon Reardon Swanick repeat the same unsourced paragraphs. This page takes a different approach: it anchors identity to primary records, explains exactly how to verify facts yourself, and then offers synthesized takeaways for readers who want lessons, not lore. The goal is to help students, reporters, and partners get to a reliable answer faster.
How to Verify Identity in 5 Minutes
- Search the official registries for Shannon Paige Reardon (CRD 3085111). Use the FINRA BrokerCheck PDF and the SEC IAPD PDF to avoid dynamic-site quirks.
- Check for name variations (e.g., “Shannon Reardon Swanick,” “Shannon P. Reardon”). Official pages acknowledge the connection, which is why using both names increases match accuracy.
- Cross-match context: employer names, cities, and dates should line up across sources (e.g., Raymond James, LPL Financial, BMO Harris, SunTrust).
- Capture a screenshot/PDF for your notes so you have a dated, immutable reference.
How to Read Public Records Without Misinterpreting Them
- “Not currently registered” means exactly that—status can change over time. Always look at the date updated and the registration history for context. :
- Exams ≠ active license: passing Series 7, 66, etc., appears in records; separate from having active registrations with a firm or state.
- Employment history notes: short tenures aren’t uncommon around transfers or restructures—read dates and branch locations carefully (they’re listed explicitly in the PDFs).
Leadership & Community Themes (Synthesis from Secondary Coverage)
Across numerous profiles, recurring ideas attributed to Shannon Reardon Swanick include people-first leadership, disciplined pilot programs, and sharing playbooks so others can replicate results. Treat secondary sites as perspectives, not proof—use them for color, then confirm any hard claims with primary documents.
A Practical Mini-Playbook You Can Borrow
- Define a one-page North Star: audience, problem, 12-month outcome.
- Run 4-week pilots: measure outcomes communities actually feel.
- Document checklists: publishing simple operating steps speeds onboarding.
- Mentor in cohorts: small groups with peer accountability out-perform ad-hoc advice.
- Pick three core metrics and one “red-flag” metric before launch.
- Eliminate single points of failure: assign backups and clear handoffs.
- Close the loop publicly: share what worked, what didn’t, and what’s next.
Common Misinformation Traps (and How to Avoid Them)
- Copy-paste bios: If you see identical sentences across different sites, trace to the earliest publication and verify against official PDFs before repeating claims.
- Unrelated claims: Some pages online attach the name to unrelated fields or public figures; treat those as unverified unless corroborated by primary sources. When in doubt, prioritize official filings over blog summaries.
- Over-confident credentials: A site may say “active adviser” while the registry shows “not currently registered”—trust the registry and its “last updated” date.
FAQs
Is “Shannon Reardon Swanick” the same person as “Shannon Paige Reardon” (CRD 3085111)?
Public registry pages and search results connect the names; search both to improve recall. For authoritative facts (status, employers, exams), consult the FINRA and SEC PDFs.
Is she currently registered?
As of the documents captured here, the records show “not currently registered.” Always re-check the PDFs for the most recent update date.
Which firms appear in the registration history?
Records list prior affiliations including Raymond James Financial Services (briefly in 2024), LPL Financial (2021), BMO Harris Financial Advisors (2020–2021), SunTrust Investment Services (2016–2019), Wells Fargo Advisors (2007–2013), Banc of America Investment Services (2001–2007), and MetLife entities (1998–2000).
What are reliable next steps for deeper research?
Download the PDFs for your files, search both names, and cross-match dates/locations. Then, if needed, contact organizations listed in the records to request public statements or event materials.
Conclusion
When it comes to Shannon Reardon Swanick, the most trustworthy path is verification first, interpretation second. Start with official filings to anchor identity; then, use secondary coverage for nuance and leadership ideas. That blend of rigor and insight is what readers—and search engines—reward.