SHAWN PHILIP BERTHELOT is an investment adviser representative (IAR) with state registration records since 2002, appearing at 7 firms. Currently registered with AVANTAX PLANNING PARTNERS, INC..
| Firm | From | To | Current |
|---|---|---|---|
| AVANTAX PLANNING PARTNERS, INC. | 2024-05-24 | present | Yes |
| CITIZENS SECURITIES, INC. | 2021-04-19 | 2024-05-14 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2008-12-15 | 2020-12-31 | — |
| TD AMERITRADE, INC. | 2008-12-15 | 2021-01-11 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 2008-09-15 | 2008-09-23 | — |
| NATCITY INVESTMENTS, INC. | 2004-12-13 | 2008-08-20 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2002-11-12 | 2003-09-08 | — |