Sheila Elizabeth Little

Current Employers

Employment History

• 02/2013 → 03/2017
  Cambridge Investment Research, Inc
  Fairfield, IA
• 01/2009 → 03/2017
  Cfg
  Reading, PA
• 08/2013 → 03/2017
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 03/2017 → 11/2019
  Lpl Financial, Llc
  Reading, PA
• 03/2017 → 11/2019
  Independent Advisor Alliance, Llc
  Reading, PA
• 12/2019 → Present
  Fortune Financial Services, Inc.
  Monaca, PA
• 11/2019 → 05/2022
  Asset Management And Planning , Llc
  Reading, PA
• 05/2022 → 06/2024
  Prudeo Partners, Llc
  Reading, PA
• 02/2024 → Present
  Perigon Wealth Management, Llc Dba Prudeo Partners
  Reading, PA

Previous Registrations

• 2020-01-03 → 2024-06-17
  Prudeo Partners, Llc
  Reading, PA
  West Columbia, SC
• 2017-03-30 → 2019-11-27
  Independent Advisor Alliance, Llc
  Reading, PA
• 2013-08-08 → 2017-04-07
  Cambridge Investment Research Advisors, Inc.
  Reading, PA

Other Businesses

[1] MS. LITTLE IS REGISTERED WITH PERIGON WEALTH MANAGEMENT, LLC ("PERIGON") AND FORTUNE FINANCIAL SERVICES, INC. ("FORTUNE FINANCIAL SERVICES"). MS. LITTLE HAS SERVED AS AN INVESTMENT ADVISOR REPRESENTATIVE ("IAR") OF PERIGON SINCE 02/2024 AND AS A REGISTERED REPRESENTATIVE WITH FORTUNE FINANCIAL SINCE 12/2019; INVESTMENT-RELATED; BUSINESS IS CONDUCTED FROM 2433 MORGANTOWN ROAD, SUITE 103, READING, PA 19607. MS. LITTLE SPENDS 90% OF HER TIME ON INVESTMENT ADVISORY ACTIVITIES AND THE BALANCE AS A REGISTERED REPRESENTATIVE. [2] CFG INSURANCE; NOT INVESTMENT RELATED; AT REPORTED BUSINESS LOCATION; INSURANCE SALES; AGENT; 10/2013; TWO (2) HOURS PER MONTH DURING SECURITIES TRADING HOURS; DUTIES INCLUDE SELLING INSURANCE PRODUCTS. [3] Voiceup Berks, 201 Washington St, Suite 547, Reading PA 19601,- voting board member of this nonprofit group that creates opportunities for people to volunteer, learn and lead in their community -"0" hours during trading hours - has been involved since 7/1/2020

Exams

• S66 Uniform Combined State Law Examination
  2013-08-06

Other Names

• Sheila Elizabeth Little
• Sheila Elizabeth Brown
• Sheila Elizabeth Brown Little
• Sheila Elizabeth Brown Krumholz