Sheila Denise Stinson

Current Employers

Employment History

• 06/2015 → 10/2016
  Convergent Wealth Advisors, Llc
  Potomac, MD
• 11/2016 → 08/2019
  Pathstone Federal Street
  Potomac, MD
• 09/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chevy Chase, MD
• 02/2012 → 09/2019
  Dogcentric
  Washington, DC

Previous Registrations

• 2016-11-02 → 2019-08-05
  Pathstone
  Potomac, MD
  Englewood, NJ
• 2015-07-09 → 2016-10-31
  Convergent Wealth Advisors, Llc
  Potomac, MD
• 2005-05-19 → 2015-07-08
  Gfo Advisory Services, Llc
  Chevy Chase, MD
• 2003-01-08 → 2004-04-23
  Banc Of America Investment Services, Inc.
  Chevy Chase, MD

Other Businesses

I* 1762276 Entity Type: For Profit Name of outside business organization: LLC Investment related: No Address of business: Washington, DC, 20016 Position, title, association: General Partner/Managing Member Start date of relationship: 03/29/2024 Number of hours devoted: 24 hrs yearly Number of hours devoted during trading hours: 2 hr annually Duties: Entity to pay employment taxes for home cleaning person.. I*503440, Entity Type: For Profit, Name of OBA: SS, Address: Washington, District of Columbia 20015, Investment Related: No, Position, Title, Association: Owner, Employee Start Date: 10/01/2010, No Hours: 2, No Hours during trading: 0, Duties: Owner of Rental Property I*: 424915 Entity Type: Business or Industry Organization Name of OBA: Washington DC Estate Planning Council (WDCEPC) Address: Arlington, VA 22205 Investment Related: No Position, Title, Association: Committee member Employee Start Date: 06/01/2020 Number of Hours: 5 hrs mthly Number of Hours during trading: 1 hr mthly Duties: Current role is co-chair of the membership committee. Objective is to identify potential new members and encourage them to join the council.

Exams

• S66 Uniform Combined State Law Examination
  2019-12-30
• S63 Uniform Securities Agent State Law Examination
  2001-05-29

Other Names

• Sheila Denise Stinson
• Sheila Stinson