# SHELLEY JO ECHEVERRIA

SHELLEY JO ECHEVERRIA is an investment adviser representative (IAR) with state registration records since 2005, appearing at 7 firms. Currently registered with PARK AVENUE SECURITIES LLC, GUARDIAN WEALTH PARTNERS, LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [GUARDIAN WEALTH PARTNERS, LLC](https://search.stillhousedata.com/firm/310203) | 2023-06-02 | present | Yes |
| [PARK AVENUE SECURITIES LLC](https://search.stillhousedata.com/firm/46173) | 2020-11-27 | present | Yes |
| [WCG WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/173194) | 2017-08-10 | 2020-10-29 | — |
| [USAA INVESTMENT SERVICES COMPANY](https://search.stillhousedata.com/firm/5475) | 2017-02-02 | 2017-06-08 | — |
| [MSI FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/14251) | 2013-08-13 | 2016-12-12 | — |
| [TOWER SQUARE SECURITIES, INC.](https://search.stillhousedata.com/firm/833) | 2005-07-19 | 2013-09-05 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2005-05-03 | 2005-06-14 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4002979)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4002979.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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