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Kendra Lynne Shelland

Ptma Investment Advisors

St. Louis Park, MN

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Current Employers
Ptma Investment Advisors

2135 Citygate Lane 7Th Floor, Naperville, IL 60563 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2022-05-26
MN RA APPROVED 2021-12-02
  • IA RA
    APPROVED
    Since 2022-05-26
  • MN RA
    APPROVED
    Since 2021-12-02

Branch Locations

5353 Wayzata Blvd Suite 606, St. Louis Park, MN 55416 • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 07/2010 04/2021
Bofa Securities, Inc. New York NY 05/2019 04/2021
Pma Securities, Llc Naperville IL 05/2021 Present
Pma Financial Network, Llc Naperville IL 05/2021 Present
Pma Asset Management, Llc Naperville IL 05/2021 Present
  • 07/2010 → 04/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    New York, NY
  • 05/2019 → 04/2021
    Bofa Securities, Inc.
    New York, NY
  • 05/2021 → Present
    Pma Securities, Llc
    Naperville, IL
  • 05/2021 → Present
    Pma Financial Network, Llc
    Naperville, IL
  • 05/2021 → Present
    Pma Asset Management, Llc
    Naperville, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-02
S63 Uniform Securities Agent State Law Examination 2012-08-14
  • S65 Uniform Investment Adviser Law Examination
    2021-12-02
  • S63 Uniform Securities Agent State Law Examination
    2012-08-14
Other Names
  • Kendra L Shelland
  • Kendra Lynne Shelland

View on SEC IAPD

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Other Investors

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Loren Jon Piotrowski
CHARLES BOYLES LAWLESS
Scharles Melvin Sharpe-Crosby
Jacob Christopher Joseph
KYLE DALTON
Thomas Joseph Biber
Grant Christian Colbert

Other Offices

ASSOCIATED INVESTMENT SERVICES, INC. · CHICAGO, IL
CREATIVE PLANNING · Chicago, IL
DRW ASSET MANAGEMENT US LLC · CHICAGO, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · Chicago, IL
J.P. MORGAN SECURITIES LLC · CHICAGO, IL
DEARBORN CAPITAL MANAGEMENT, LLC · CHICAGO, IL
SILVER OAK SECURITIES, INCORPORATED · Chicago, IL
PT ASSET MANAGEMENT, LLC · CHICAGO, IL

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