Shelly Lynne Schell

Current Employers

Employment History

• 07/2011 → 09/2017
  Bank Of The West
  Denver, CO
• 07/2011 → 09/2017
  Bancwest Investment Services
  Denver, CO
• 09/2017 → 05/2023
  Prism Financial Strategies, Llc
  Denver, CO
• 09/2019 → 06/2020
  M.S. Howells & Co
  Scottsdale, AZ
• 05/2023 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2017-09-22 → 2023-12-14
  Prism Financial Strategies, Llc
  Englewood, CO
• 2011-07-05 → 2017-10-20
  Bancwest Investment Services, Inc.
  Denver, CO
  Centennial, CO
  Wheat Ridge, CO
  Salida, CO
  Delta, CO
  Gunnison, CO
  Crested Butte, CO
  Mt. Crested Butte, CO
  Montrose, CO
  Evergreen, CO
  Conifer, CO
  Highlands Ranch, CO
  Evergreen, CO
  Littleton, CO
  Littleton, CO
  Trinidad, CO
  Denver, CO
  Greenwood Village, CO
  Englewood, CO
  Grand Junction, CO
  Fruita, CO
  Grand Junction, CO
  Clifton, CO
  Centennial, CO
  Centennial, CO
  Lone Tree, CO
  Littleton, CO
  Craig, CO
  Fraser, CO
  Kremmling, CO
  Commerce City, CO
  Golden, CO
  Denver, CO
• 2010-08-16 → 2014-05-13
  Capital Investment Counsel, Inc
  Houston, TX
• 2007-02-22 → 2007-06-20
  Morgan Keegan & Company, Llc
  Birmingham, AL
  Naples, FL
  Memphis, TN
• 2003-08-01 → 2007-02-21
  Amsouth Investment Management Company Llc
  Naples, FL
• 2003-03-14 → 2003-07-31
  Amsouth Investment Services, Inc.
  Naples, FL
  Naples, FL

Other Businesses

1) SEPT. 2017; PRISM FINANCIAL STRATEGIES - INVESTMENT RELATED; ENGLEWOOD, CO; FINANCIAL ADVISORY FIRM AND FINANCIAL PLANNING; INVESTMENT ADVISOR, CERTIFIED DIVORCE FINANCIAL ANALYSIS; DEVOTE 130 HRS/MONTH, 8 HRS/DAY DURING MARKET HOURS. 2) SEPT 2017; INSURANCE; SCOTTSDALE, AZ; INVESTMENT RELATED; SALES PERSON/ADVISOR; SALESPERSON FOR INSURANCE PRODUCT; DEVOTE 10 HRS/MONTH. 3) 2007; RENTAL PROPERTY, NAPLES FLORIDA; NON INVESTMENT RELATED; OWNER; DEVOTE 1 HR/MONTH 4) 05/2023 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: PRISM FINANCIAL STRATEGIES LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 05/10/2023 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS. 5) 03/2024 - SUNSHINE INC - AUTHOR - NON-INV RELATED - AT REPORTED LOCATION(S) - 6 HOURS PER MONTH/1 HOUR PER MONTH DURING SECURITIES TRADING HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-06-07
• S63 Uniform Securities Agent State Law Examination
  1998-11-09

Other Names

• Shelly Lynne Glasier
• Shelly Lynne Glasier
• Shelly Glasier Corbin
• Shelly Glasier-Corbin
• Shelly Lynne Corbin
• Shelly L. Corbin