Shelby Riden Hall

Current Employers

Employment History

• 11/2019 → 03/2025
  Morgan Stanley
  Atlanta, GA
• 08/2017 → 05/2019
  Berry College
  Rome, GA
• 05/2019 → 06/2019
  University Of Georgia
  Athens, GA
• 06/2019 → 07/2019
  University Of Texas
  Austin, TX
• 05/2017 → 07/2017
  University Of Texas
  Austin, TX
• 08/2013 → 05/2017
  Southwestern University
  Georgetown, TX
• 08/2019 → 10/2019
  Unemployed
  Monroe, GA
• 11/2020 → Present
  Little Oaks Preschool Llc
  Monroe, GA
• 03/2025 → 09/2025
  Avantax Investment Services Inc.
  Monroe, GA
• 03/2025 → 09/2025
  Avantax Advisory Services
  Monroe, GA
• 04/2025 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Monroe, GA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Monroe, GA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-03-04 → 2025-09-05
  Avantax Advisory Services
  Monroe, GA
  Monroe, GA
  Dallas, TX
• 2020-10-02 → 2025-03-17
  Morgan Stanley
  Atlanta, GA

Other Businesses

1) LITTLE OAKS PRESCHOOL, LLC POSITION: Member NATURE: Little Oaks Preschool is a child care center that provides education and care for children from the ages of 8 weeks to 4 years old. . Little Oaks Preschool exists to provide a place where children in our community are welcome to grow in a loving and Jesus-filled environment. We hope to become a place where children are free to be children and learn in ways that best suit their learning styles. In our faith-based education, we will focus on teaching the "whole child" by focusing on their physical, social-emotional, cognitive, communication and language development in a play-based learning environment. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 11/09/2020 ADDRESS: 315 N Madison Ave, Suite B, Monroe GA 30655, United States DESCRIPTION: I assist with the items listed below: Financial Statements, Cash Flow/ Budgeting (assist in expense management and making sure the schools spending is staying within the budget), Operational Responsibilities (assisting in purchasing school supplies and outside items that will be used for every day use, Payroll/ Payrates, Hiring for Administrative positions 2) AGN WEALTH MANAGEMENT POSITION: Member NATURE: AGN Wealth Management is a wealth management firm in Monroe, Georgia that will provide financial services to individuals in the area. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/03/2025 ADDRESS: 139 E Highland Ave, Monroe GA 30655 DESCRIPTION: I will be the lead financial advisor for AGN Wealth Management and provide financial planning services for clients. My top five responsibilities include financial planning, upkeep of all compliance items with Avantax, investment management, servicing clients, and prospecting potential client opportunities.

Exams

• S66 Uniform Combined State Law Examination
  2020-10-01

Designations

Other Names

• Shelby R Hall
• Shelby Hall