SALLY ANN SHELTON is an investment adviser representative (IAR) with state registration records since 2016, appearing at 5 firms. Currently registered with MARBELLA WEALTH ADVISORY GROUP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MARBELLA WEALTH ADVISORY GROUP, LLC | 2025-05-01 | present | Yes |
| OXFORD FINANCIAL GROUP, LTD. LLC | 2023-02-23 | 2024-10-11 | — |
| COMPASS WEALTH MANAGEMENT, LLC | 2019-05-13 | 2022-08-01 | — |
| J.P. MORGAN SECURITIES LLC | 2017-10-02 | 2018-10-11 | — |
| UBS FINANCIAL SERVICES INC. | 2016-10-04 | 2017-08-25 | — |