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Williamsburg, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-24 |
| TX | RA | APPROVED | 2022-01-07 |
| LA | RA | APPROVED | 2021-09-20 |
| VA | RA | APPROVED | 2011-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vertical Investments, Llc Dba Vertical Wealth Management | Virginia Beach | VA | 03/2011 | Present |
| Lumos Networks | Williamsburg | VA | 09/2016 | 07/2018 |
| Vertical Investments, Llc Dba Vertical Wealth Management | Williamsburg | VA | 09/2010 | Present |
| Mark Shelby, Sole Proprietor | Williamsburg | VA | 02/2006 | Present |
| Aag Capital, Inc. | Wesley Chapel | FL | 12/2021 | 02/2024 |
| Radius Tax, Llc | Williamsburg | VA | 09/2025 | Present |
Mark Shelby, Sole Proprietor; Williamsburg, VA; Investment Related; INSURANCE AGENT; Fixed Insurance Sales; APPROXIMATELY 10 HOURS per month DURING MARKET HOURS; Started 02/2006. ECA Marketing and Annuity Gator; coach/trainer for new investment advisors. approximately 5 hrs a week outside business hours. Radius Tax, LLC; Investment related; Williamsburg, VA; Tax advise and book keeping; Managing Member; 09/2025; 10 hours per month; 10 hours during business hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-12-03 |
| S65 | Uniform Investment Adviser Law Examination | 2007-01-08 |
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