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Shannon Waggy Shelton

Fifth Third Wealth Advisors LLC

Winston-Salem, NC

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Current Employers
Fifth Third Wealth Advisors Llc

38 Fountain Square Plaza, Cincinnati, OH 45263 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-08-29
TX RA APPROVED_RES 2024-08-29
  • NC RA
    APPROVED
    Since 2024-08-29
  • TX RA
    APPROVED_RES
    Since 2024-08-29

Branch Locations

380 Knollwood Street, Winston-Salem, NC 27103 • 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
Bb&T/Truist Winston-Salem NC 08/2011 05/2021
Truist Advisory Services, Inc. Winston Salem NC 05/2021 08/2024
Fifth Third Wealth Advisors Llc Charlotte NC 08/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-13
S63 Uniform Securities Agent State Law Examination 2012-07-11
  • S65 Uniform Investment Adviser Law Examination
    2021-08-13
  • S63 Uniform Securities Agent State Law Examination
    2012-07-11
Other Names
  • Shannon Elizabeth Waggy

View on SEC IAPD

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