Shelly M Maas is an investment adviser representative (IAR) with state registration records since 2002, appearing at 7 firms. Currently registered with SUNRISE FINANCIAL SERVICES LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUNRISE FINANCIAL SERVICES LLC | 2024-02-23 | present | Yes |
| EMPOWER ADVISORY GROUP, LLC | 2021-11-05 | 2022-08-03 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2012-09-06 | 2021-06-01 | — |
| MSI FINANCIAL SERVICES, INC. | 2012-06-06 | 2012-08-15 | — |
| FORWARD MANAGEMENT, LLC | 2008-09-12 | 2012-03-19 | — |
| ACCESSOR CAPITAL MANAGEMENT LP | 2004-10-15 | 2008-09-03 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 2002-12-05 | 2003-09-23 | — |