Joel Aaron Shirey

Current Employers

Employment History

• 12/2009 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2007 → 03/2026
  Grillo & Associates
  Carrollton, GA
• 06/2012 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 03/2026 → Present
  Gms Planning
  Carrollton, GA

Other Businesses

1) GRILLO & ASSOCIATES 205 LEE STREET, CARROLLTON,GA. 05/01/2008,INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. NOT INVESTMENT RELATED, 10/MONTHLY,10/TRADE 2) TABERNACLE BAPTIST CHURCH OF CARROLLTON, 150 TABERNACLE DR., CARROLLTON, GA 30117. BEGAN 5/1/2008 SECRETARY-BOARD/DEACON MEETINGS, MEMBER, CHURCH COMMITTEE MEMBER, STUDENT MINISTRY COUNCIL. NOT INVESTMENT RELATED. DEVOTES 5HR/WK, 0/TRADE. 3) SHIREY FINANCIAL CORP, 205 LEE ST, CARROLLTON, GA, 4/2017 AS OWNER/PRESIDENT OF S-CORP FOR TAX LIABILITY PURPOSES. NIR - 1/MO - 1/TRADING. 4) CIRA, 1776 PLEASANT PLAIN ROAD, FAIRFIELD IA, AS ADVISORY REP OF A RIA. INVESTMENT RELATED 40/WEEK 40/TRADE. 07/05/12. 5) GMS PLANNING, LLC, 205 LEE ST, CARROLLTON, GA, PARTNERSHIP, DBA, 08/02/21, 1 HR/MO- 1/TRADING HR. 6) LIFE INSURANCE AGENT, 205 Lee St, Carrollton GA 30117, United States, 01/01/2025, Life Insurance, Insurance/Benefits/Human Resources, NIR, 1 HR/MO - 1 HR/MO TRADING 7) GMS PLANNING, LLC, 205 Lee St, Carrollton GA 30117, United States, 08/02/2021, Owner, Owner/Partner of a Business Entity, NIR, 1 HR/MO - 1 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2012-06-27