STEPHEN FRANCIS SHELVEY is an investment adviser representative (IAR) with state registration records since 2005, appearing at 6 firms. Currently registered with TRAJAN WEALTH, L.L.C..
| Firm | From | To | Current |
|---|---|---|---|
| TRAJAN WEALTH, L.L.C. | 2022-12-01 | present | Yes |
| PRUCO SECURITIES, LLC | 2020-12-08 | 2022-12-06 | — |
| FISHER ASSET MANAGEMENT, LLC | 2018-09-18 | 2020-05-21 | — |
| MERCER GLOBAL ADVISORS INC. | 2013-12-05 | 2018-09-19 | — |
| BEACON FINANCIAL GROUP | 2011-09-09 | 2013-12-02 | — |
| CHARLES SCHWAB & CO., INC. | 2005-05-04 | 2011-07-12 | — |