Shannen Shantel Ingram

Current Employers

Employment History

• 02/2007 → 03/2017
  Wachovia Bank, N.A.
  Sacramento, CA
• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Sonora, CA
• 11/2016 → 01/2021
  Wells Fargo Clearing Services, Llc
  Sonora, CA
• 01/2021 → 08/2024
  Triad Advisors
  Norcross, GA
• 01/2021 → Present
  Continuum Advisory, Llc
  Eagle, ID
• 01/2021 → Present
  Athenable Investment Strategies
  Sonora, CA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Sonora, CA

Previous Registrations

• 2018-08-16 → 2021-02-01
  Wells Fargo Clearing Services, Llc
  Sonora, CA
  Sonora, CA
  Roseville, CA
  Sacramento, CA
  Roseville, CA
  Sonora, CA
  Fresno, CA

Other Businesses

1. ATHENABLE INVESTMENT STRATEGIES LLC POSITION: Financial Advisor / Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2022 ADDRESS: 14570 MONO WAY, suite I, SONORA CA 95370, United States DESCRIPTION: Through full financial review, recommend investments and insurance solutions while overseeing and managing assets. 2. SHANNEN S INGRAM, NOTARY PUBLIC POSITION: Notary Public NATURE: sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2006 ADDRESS: 19218 Hillsdale dr, Sonora CA 95370, United States DESCRIPTION: performing notarial duties 3. RUGGED EDGE DESIGNS POSITION: co-owner/spouse NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 19218 Hillsdale dr, Sonora CA 95370, United States DESCRIPTION: this is my husband's side business. If I do anything it is helping with delivery 4. Beauty Secrets by Shannen Ingram; Investment related:no;19218 Hillsdale Dr., Sonora, CA 95370;Nature or Structure of Business: selling SeneGence makeup and hand made sewing items; Position: owner; Start date:04/2017; hours per month:5; securities trading hours 0; Place orders for customers for makeup products and sew blankets and masks 5. SHANNEN INGRAM'S HOMESTEAD POSITION: owner and operator of the homestead NATURE: sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 5 START DATE: 03/29/2025 ADDRESS: 19218 Hillsdale dr, Sonora CA 95370, United States DESCRIPTION: Raise and maintain chickens, pigs, and ducks. I am selling duck eggs, chicken eggs, and pork. 6. CONTINUUM ADVISORY, LLC POSITION: RIA NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/21/2021 ADDRESS: 14570 MONO WAY, suite I, SONORA CA 95370, United States DESCRIPTION: Through a full financial review, I recommend investments and oversee and manage assets. 7. INSURANCE AGENT POSITION: RIA NATURE: insurance agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/21/2021 ADDRESS: 14570 MONO WAY, suite I, SONORA CA 95370, United States DESCRIPTION: Through full financial review, recommend investments and insurance solutions while overseeing and management of assets 8. EMERGENCY SUBSTITUTE TEACHING POSITION: part time substitute teacher NATURE: Our local schools are short on teachers and substitutes, so I was asked if I would apply for an emergency license to help our local school a couple of days a month. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 11/15/2025 ADDRESS: 18755 Standard Rd, Sonora CA 95370, United States DESCRIPTION: It would be on a case by case situation. I would not be a full time employee I would be an emergency substitute teacher. I would teach a class and oversee k-8 grades.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-16
• S63 Uniform Securities Agent State Law Examination
  2007-07-06

Other Names

• Shannen Shantel Sandelin-Sims
• Shannon Sandelin
• Shannen Shantel Sandelin
• Shannen S Ingram