SHANNON JULIA SIMAR is an investment adviser representative (IAR) with state registration records since 2001, appearing at 6 firms. Currently registered with &PARTNERS.
| Firm | From | To | Current |
|---|---|---|---|
| &PARTNERS | 2025-10-31 | present | Yes |
| WELLS FARGO CLEARING SERVICES, LLC | 2023-02-09 | 2025-11-05 | — |
| DEUTSCHE BANK SECURITIES INC. | 2008-09-19 | 2009-04-03 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2004-11-30 | 2006-12-08 | — |
| THE PORTOLA GROUP INC | 2003-12-10 | 2004-09-21 | — |
| BANC OF AMERICA SECURITIES LLC | 2001-12-20 | 2003-03-14 | — |