# Shelly M Maas

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SUNRISE FINANCIAL SERVICES LLC](https://search.stillhousedata.com/firm/325955) | 2024-02-23 | present | Yes |
| [EMPOWER ADVISORY GROUP, LLC](https://search.stillhousedata.com/firm/112058) | 2021-11-05 | 2022-08-03 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2012-09-06 | 2021-06-01 | — |
| [MSI FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/14251) | 2012-06-06 | 2012-08-15 | — |
| [FORWARD MANAGEMENT, LLC](https://search.stillhousedata.com/firm/109193) | 2008-09-12 | 2012-03-19 | — |
| [ACCESSOR CAPITAL MANAGEMENT LP](https://search.stillhousedata.com/firm/104587) | 2004-10-15 | 2008-09-03 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2002-12-05 | 2003-09-23 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2750543)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2750543.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.