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Sally Ann Shelton

Marbella Wealth Advisory Group, LLC

Atlanta, GA

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Current Employers
Marbella Wealth Advisory Group, Llc

Atlanta, GA • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-05-01
  • GA RA
    APPROVED
    Since 2025-05-01

Branch Locations

Atlanta, GA • 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
Ubs Financial Services, Inc. Atlanta GA 08/2015 08/2017
Jpmorgan Chase Bank, N.A. Atlanta GA 09/2017 09/2018
Jpmorgan Securities, Llc Atlanta GA 09/2017 09/2018
Compass Wealth Management, Llc Atlanta GA 04/2019 08/2022
Oxford Financial Group, Ltd. Carmel IN 01/2023 10/2024
Unemployed Atlanta GA 08/2022 01/2023
Unemployed Atlanta GA 09/2018 03/2019
Marbella Wealth Advisory Group, Llc Atlanta GA 10/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-02
S63 Uniform Securities Agent State Law Examination 2016-09-18
  • S65 Uniform Investment Adviser Law Examination
    2016-10-02
  • S63 Uniform Securities Agent State Law Examination
    2016-09-18
Designations

View on SEC IAPD

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