Vicki Jean Kelsey

Current Employers

Parkwoods Wealth Partners, Llc

222 South Central Avenue Suite 500, Clayton, MO 63105 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2025-08-01

IN RA
APPROVED

Since 2025-08-01

Branch Locations

222 South Central Avenue Suite 500, Clayton, MO 63105 • United States

412 S. Main Street, New Castle, IN 47362 • 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
Shoreline Asset Management, Llc	New Castle	IN	01/2008	08/2025
Shore & Company Pc	New Castle	IN	01/1997	Present
Kelsey Accounting & Tax	Fishers	IN	01/1987	Present
Parkwoods Wealth Partners, Llc	Clayton	MO	08/2025	Present

01/2008 → 08/2025

Shoreline Asset Management, Llc

New Castle, IN
01/1997 → Present

Shore & Company Pc

New Castle, IN
01/1987 → Present

Kelsey Accounting & Tax

Fishers, IN
08/2025 → Present

Parkwoods Wealth Partners, Llc

Clayton, MO

Previous Registrations

2008-01-18 → 2025-12-10

Shoreline Wealth Advisors

New Castle, IN

Carmel, IN

Other Businesses

KELSEY ACCOUNTING & TAX 12583 BROADMOOR COURT S FISHERS, IN 46037 START DATE: JANUARY 1987 PROPRIETOR TAX & ACCOUNTING CONSULTING FIRM APPROXIMATELY 15 HOURS PER MONTH. DIRECTOR OF ESTATES & TRUSTS OF SHORE & COMPANY, P.C. SINCE 01/1997, 412 S. MAIN STREET, NEW CASTLE, IN 47362. ACCOUNTING PRACTICE IS NON-INVESTMENT RELATED. DEVOTES, ON AVERAGE, 20 HOURS PER WEEK, ALL DURING SECURITIES TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-01-08

S65 Uniform Investment Adviser Law Examination

2008-01-08

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