Ashli Shackelford Wheaton

Current Employers

Employment History

• 05/2016 → 11/2018
  Signator Investors, Inc.
  Murfreesboro, TN
• 11/2018 → Present
  Osaic Wealth, Inc.
  Murfreesboro, TN

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  Murfreesboro, TN
  Newtown, PA
• 2009-09-04 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Murfreesboro, TN
  Newtown, PA
• 2006-07-31 → 2009-09-04
  Transamerica Financial Advisors, Inc.
  Murfreesboro, TN
  Murfreesboro, TN
  Murfreesboro, TN

Other Businesses

1.CHOICE COMPANIES, LLC, 151 HERITAGE PARK DR, STE 403, MURFREESBORO, TN, PARTNER, INS DIVISION, LIFE & P&C INS, INV-REL, 25 HRS/MO..... 2. CHOICE BENEFITS (INS); CHOICE BUSINESS SOLUTIONS (BOOKKEEPING), MURFREESBORO, TN, DBA NAMES RR & PARTNER USE ON CARDS/LETTERHEAD, INV-REL.... 3. CHOICE INVESTMENT GROUP POSITION: Financial Advisor NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 08/01/2009 ADDRESS: 151 Heritage Park Drive, Suite 403, Murfreesboro TN 37130, United States DESCRIPTION: This is the DBA under which I provide financial products, services, and advice to my clients. 4. CHOICE INVESTMENT PROPERTIES, LLC POSITION: partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2006 ADDRESS: 151 Heritage Park Drive, Suite 403, Murfreesboro TN 37130, United States DESCRIPTION: I don't really have any responsibilities. 5. CHOICE COMPANIES, LLC POSITION: partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2006 ADDRESS: 151 Heritage Park Drive, Suite 403, Murfreesboro TN 37130, United States DESCRIPTION: Choice Companies, LLC is an LLC that we run our business expenses such as office supplies and assistant's pay through. It is the DBA I work under.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-27
• S63 Uniform Securities Agent State Law Examination
  1997-11-08

Other Names

• Ashli Shackelford