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John David Shine

Investment Adviser Representative at TRUBEE WEALTH ADVISORS, INC.

Buffalo, NYCRD #6416650Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
States Registered
4 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

John David Shine has worked in the securities industry since 2015. They are registered to provide investment advisory services in Arkansas, Georgia, New York, and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 4 states
ArkansasGeorgiaNew YorkTexas
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 11/7/2014
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 4/2/2015
Series 24
General Securities Principal Examination
Passed 12/17/2021

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $1,000,0002.00%
Over $1,000,0001.50%
Source

Trubee Wealth Advisors, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

TRUBEE WEALTH ADVISORS, INC.Current
5/16/2019Buffalo, NY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John David Shine has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

John David Shine - Financial Advisor in Buffalo, NY | AdvisorFinder