Best Investors
Account
Sign in
170 W. Cherry Street, Troy, MO 63379 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-04-06 |
| MO | RA | APPROVED | 2017-10-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sheller Wealth Management, Inc. | Troy | MO | 09/2015 | Present |
| Lpl Financial, Llc | Troy | MO | 09/2017 | Present |
| S/A Analytics, Inc. | Troy | MO | 08/2017 | Present |
1. 9/29/2017 - SHELLER FINANCIAL SERVICES - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - Started 08/01/2015 - 0 Hours Per Month - Time Spent 0%. 2. 9/29/2017 - SHELLER FINANCIAL SERVICES - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 08/01/2015 - 20 Hours Per Month/1 Hour During Securities Trading - Time Spent 10%. 3. 10/5/2017 - Sheller Wealth Management, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/29/2017 - 140 Hours Per Month/7 Hours During Securities Trading - Time Spent 90% - I provide investment advisory services through Sheller Wealth Management, Inc., an independent investment advisor firm. I started this business activity in 9/2017. I expect to spend approximately 140 hours per month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 2/9/2021 - S/A Analytics, Inc. - Investment Related - 170 W. Cherry St, Troy, MO. 63379 - Research & Analysis - Vice President - Started 8/9/2017 - 10 Hours per month - Researching and analyzing economic data. 5. 12/16/1999 - Oakwind Estates - Board Member - Operate Sanitary Sewer system for residents benefit at Waterbrooke Estates in Troy, MO - 1%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-16 |
Reach out to this advisor