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100 Throckmorton Street Suite 300, Fort Worth, TX 76102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-27 |
Branch Locations
100 Throckmorton Street Suite 300, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Camp Gladiator | Austin | TX | 01/2020 | 04/2021 |
| Equinox | Austin | TX | 10/2019 | 12/2019 |
| Fidelity Investments | Westlake | TX | 04/2021 | 06/2024 |
| Unemployed | Austin | TX | 08/2019 | 09/2019 |
| Dell Technologies | Round Rock | TX | 01/2019 | 07/2019 |
| Unemployed | Austin | TX | 08/2018 | 12/2018 |
| Texans For Greg Abbott | Austin | TX | 05/2018 | 08/2018 |
| Austin Focus | Austin | TX | 09/2018 | 10/2018 |
| Baylor University | Waco | TX | 08/2014 | 08/2018 |
| Baylor Admissions Center | Waco | TX | 06/2016 | 04/2018 |
| Shelton Wealth Management, Llc | Fort Worth | TX | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-17 |
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