# STEPHEN FRANCIS SHELVEY

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..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TRAJAN WEALTH, L.L.C.](https://search.stillhousedata.com/firm/158847) | 2022-12-01 | present | Yes |
| [PRUCO SECURITIES, LLC](https://search.stillhousedata.com/firm/5685) | 2020-12-08 | 2022-12-06 | — |
| [FISHER ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/107342) | 2018-09-18 | 2020-05-21 | — |
| [MERCER GLOBAL ADVISORS INC.](https://search.stillhousedata.com/firm/147363) | 2013-12-05 | 2018-09-19 | — |
| [BEACON FINANCIAL GROUP](https://search.stillhousedata.com/firm/110038) | 2011-09-09 | 2013-12-02 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2005-05-04 | 2011-07-12 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2299381)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2299381.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.