Josh Travis Farmer

Current Employers

Shelter Wealth Strategies, Llc

1400 Post Oak Blvd Suite 450, Houston, TX 77056 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED_RES	2026-05-26

CA RA
APPROVED_RES

Since 2026-05-26

Branch Locations

San Diego, CA • United States

1400 Post Oak Blvd Suite 450, Houston, TX 77056 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Sage Settlement Consulting	Houston	TX	10/2015	Present
Shelter Wealth Strategies, Llc	Houston	TX	05/2026	Present

10/2015 → Present

Sage Settlement Consulting

Houston, TX
05/2026 → Present

Shelter Wealth Strategies, Llc

Houston, TX

Other Businesses

(1) SAGE SETTLEMENT CONSULTING / NOT INVESTMENT RELATED / 1400 POST OAK BLVD, SUITE 450, HOUSTON, TX 77056 / SETTLEMENT CONSULTING / SR. SETTLEMENT CONSULTANT / OCTOBER 2015 / OVER 40 HRS PER MONTH / UP TO 6.5 HRS DURING TRADING HRS / SETTLEMENT CONSULTING

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2003-06-05

S63 Uniform Securities Agent State Law Examination

2003-06-05