# COURTENAY VIRGINIA SHIPLEY

COURTENAY VIRGINIA SHIPLEY is an investment adviser representative (IAR) with state registration records since 2004, appearing at 7 firms. Currently registered with RETIREMENT PLANOLOGY, INC..

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [RETIREMENT PLANOLOGY, INC.](https://search.stillhousedata.com/firm/171302) | 2014-05-30 | present | Yes |
| [FIDUCIA GROUP, LLC](https://search.stillhousedata.com/firm/147134) | 2012-08-08 | 2014-05-30 | — |
| [SHIPLEY CAPITAL ADVISORY, LLC](https://search.stillhousedata.com/firm/154762) | 2011-01-20 | 2012-08-08 | — |
| [A&G FINANCIAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/154561) | 2010-12-22 | 2011-08-30 | — |
| [A.D. VALLETT & COMPANY, LLC](https://search.stillhousedata.com/firm/144065) | 2009-10-09 | 2010-08-04 | — |
| [PRINCIPAL SECURITIES, INC.](https://search.stillhousedata.com/firm/1137) | 2005-12-09 | 2009-08-21 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2004-02-05 | 2005-07-25 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4433389)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4433389.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.