David Leon Shelly is an investment adviser representative (IAR) with state registration records since 2003, appearing at 6 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2019-04-22 | present | Yes |
| CAPITAL ANALYSTS, LLC | 2014-03-18 | 2019-04-16 | — |
| LINCOLN INVESTMENT PLANNING, LLC | 2013-01-10 | 2019-04-16 | — |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2009-05-01 | 2012-12-17 | — |
| PNC WEALTH MANAGEMENT | 2004-01-01 | 2009-04-28 | — |
| J.J.B. HILLIARD, W.L. LYONS, LLC | 2003-09-11 | 2004-01-01 | — |