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506 S. 21St. St. Suite 101, Laramie, WY 82070 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-10 |
| WY | RA | APPROVED | 2019-06-28 |
Branch Locations
506 S. 21St. St. Suite 101, Laramie, WY 82070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rental Property | Laramie | WY | 05/2000 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2011 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2011 | Present |
| Markle Financial Llc | Laramie | WY | 04/2019 | Present |
| Markle Financial | Laramie | WY | 06/2011 | Present |
(1) Shannon Michael Markle is a licensed insurance agent since 1996. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Markle Financial LLC always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Markle Financial LLC in their capacity as a licensed insurance agent. 1 hour a month is spent on this activity during trading hours. 0 hours a month are spent on this activity outside of trading hours. 1% of his yearly income is derived from this activity. (2) Shannon Michael Markle is the owner of Parkside LLC, real estate rentals and income properties since 1999. He is responsible for general real estate management. 0 hours a month are spent on this activity during trading hours. 10 hours a month are spent on this activity outside of trading hours. 41% of his yearly income is derived from this activity. (3) 12/2023 Vetera LLC; Owner/Manager; Real Estate Investment Fund; investment related; 2 hours/week; 0 hours/during trading hours; consults third parties regarding venture capital funds and other private investments
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-15 |
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