Lashaun Mona Shelby

Current Employers

Employment History

• 04/2022 → 10/2022
  Cetera Advisor Networks
  El Segundo, CA
• 12/2020 → 04/2022
  First Financial Equity Corporation
  Tucson, AZ
• 12/2020 → Present
  Dkgb Financial
  Tucson, AZ
• 12/2020 → Present
  Divorce Financial Consultants, Llc
  Tucson, AZ
• 05/2020 → 07/2021
  Uc Berkeley/Dalton Education
  Sierra Vista/Tucson, AZ
• 05/2020 → 12/2020
  Homemaking
  Sierra Vista, AZ
• 07/2019 → 05/2020
  Sierra Vista Unified Public Schools No. 68
  Sierra Vista, AZ
• 03/2019 → 07/2019
  Homemaking
  Sierra Vista, AZ
• 11/2015 → 03/2019
  Workiva
  Miami, FL
• 10/2022 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 12/2020 → Present
  Ffec Wealth Partners
  Tucson, AZ
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: DIVORCE FINANCIAL CONSULTANTS, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DIVORCE FINANCIAL PLANNING; START DATE: 12/2020; POSITION/TITLE/RELATIONSHIP: ASSOCIATE APX NUMBER OF HOURS PER WEEK: 25; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: GENERAL DUTIES INCLUDE GATHERING AND COMPILING FINANCIAL STATEMENTS, PAYSTUBS, TAX RETURNS ETC. FROM CLIENT; RUNNING VARIOUS SCENARIOS REGARDING SPOUSAL MAINTENANCE AND PROPERTY SETTLEMENTS; PREPARING MARITAL AND SEPARATE PROPERTY FINANCIAL STATEMENTS; PREPARING FINANCIAL EXHIBITS FOR COURT AND MEDIATION; VALUING RETIREMENT PLANS AND DETERMINATION OF MARITAL VS. SEPARATE PROPERTY; VALUING STOCK OPTIONS; AND TRACING MARITAL WASTE. 2. NAME OF OTHER BUSINESS: DKGB FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 12/2020; POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE ASSISTANT; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: PROCESSING NEW ACCOUNT PAPERWORK, PREPARING CLIENT REVIEW REPORTS, PERFORMING DATA INPUT FOR FINANCIAL PLANS 3. NAME OF OTHER BUSINESS: FFEC WEALTH PARTNERS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 12/2020; POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE ASSISTANT; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: PROCESSING NEW ACCOUNT PAPERWORK, PREPARING CLIENT REVIEW REPORTS, PERFORMING DATA INPUT FOR FINANCIAL PLANS; 4. NAME OF OTHER BUSINESS: RISING STAR MISSIONARY BAPTIST CHURCH; INVESTMENT RELATED: NO; ADDRESS: 2800 EAST 36TH ST, TUCSON, AZ 85713; NATURE OF BUSINESS: RELIGION; START DATE: 3/2025; POSITION/TITLE/RELATIONSHIP: YOUTH DIRECTOR; APX NUMBER OF HOURS PER WEEK: 8; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PROVIDE RELIGIOUS EDUCATION; 5. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 6/2024; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;

Exams

• S66 Uniform Combined State Law Examination
  2023-04-04

Other Names

• Lashaun Mona Stevenson