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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-16 |
Branch Locations
619 N. Washington Ave, Livingston, TX 77351 • United States
Houston, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp. | Houston | TX | 05/1998 | 11/2018 |
| 1St Global Advisors, Inc | Houston | TX | 10/1999 | 11/2018 |
| 1St Global Insurance Services, Inc. | Houston | TX | 03/2006 | 11/2018 |
| Cindy Shelton, Cpa, Pllc | Stafford | TX | 01/2015 | Present |
| Securities America, Inc. | Stafford | TX | 12/2018 | 06/2024 |
| Securities America Advisors | Stafford | TX | 12/2018 | 06/2024 |
| Osaic Wealth, Inc. | Stafford | TX | 06/2024 | 06/2025 |
| Lpl Financial Llc | Stafford | TX | 06/2025 | Present |
1. Start Date: 01/01/2016 - Shelton Consulting LLC - Business Owner - Not Investment Related - Stafford, TX 77477 - 0 Hrs/Mth - 0 Hrs During Trading - Time Spent: 0 2. Start Date: 01/01/2001 - Cynthia E. Shelton - Notary - Investment Related - Stafford TX 77477 - 0 Hrs/Mth - 0 Hrs During Trading - Time Spent: 0 3. Start Date: 12/26/2001 - Cindy Shelton, CPA, PLLC - Tax Prep/Accounting/CPA - Investment Related - Stafford, TX 77477 - 175 Hrs/Mth - 2080 Hrs During Trading - Time Spent: 75 4. Start Date: 01/01/2019 - Cynthia E. Shelton - Non-Variable Insurance Trails Only - Investment Related - Stafford, TX 77477 - 0 Hrs/Mth - 0 Hrs During Trading - Time Spent: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-29 |
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