SHELBY DAVID MORGAN is an investment adviser representative (IAR) with state registration records since 1999, appearing at 2 firms. Currently registered with VALMARK ADVISERS INC, W3 WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| W3 WEALTH ADVISORS, LLC | 2008-01-16 | present | Yes |
| W3 WEALTH ADVISORS, LLC | 2005-01-03 | 2007-12-31 | — |
| VALMARK ADVISERS INC | 1999-04-21 | present | Yes |