Kelly Shota is an investment adviser representative (IAR) with state registration records since 2002, appearing at 5 firms. Currently registered with MORGAN STANLEY SMITH BARNEY LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 2026-05-27 | present | Yes |
| EDWARD D. JONES & CO., L.P. | 2015-11-25 | 2026-05-28 | — |
| LPL FINANCIAL LLC | 2009-11-25 | 2015-12-08 | — |
| BANCWEST INVESTMENT SERVICES, INC. | 2007-08-27 | 2009-10-22 | — |
| BANCWEST INVESTMENT SERVICES, INC. | 2003-01-06 | 2007-04-30 | — |
| CETERA WEALTH SERVICES, LLC | 2002-08-13 | 2003-01-29 | — |