Arthur Voncille Shoels

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-07-01

Branch Locations

1 Cowboys Way, Frisco, TX 75034 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Plano	TX	06/2019	Present
Old Navy	Amarillo	TX	05/2016	01/2017
Target	Austin	TX	08/2017	12/2017
Academy	Amarillo	TX	02/2018	07/2018
Cinergy	Amarillo	TX	07/2018	06/2019
Tascosa High School	Amarillo	TX	08/2014	08/2017
Collin College	Plano	TX	08/2021	12/2023
Bank Of America, N.A.	Plano	TX	06/2026	Present

06/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Plano, TX
05/2016 → 01/2017

Old Navy

Amarillo, TX
08/2017 → 12/2017

Target

Austin, TX
02/2018 → 07/2018

Academy

Amarillo, TX
07/2018 → 06/2019

Cinergy

Amarillo, TX
08/2014 → 08/2017

Tascosa High School

Amarillo, TX
08/2021 → 12/2023

Collin College

Plano, TX
06/2026 → Present

Bank Of America, N.A.

Plano, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-21