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Gilbert, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asrc Federal | Mesa | AZ | 10/2025 | 02/2026 |
| Department Of Treasury, Internal Revenu Service | Memphis | TN | 02/2023 | 11/2024 |
| Department Of Treasury, Internal Revenue Service | Phoenix | AZ | 05/2001 | 02/2023 |
| Retired/Not Employed | Queen Creek | AZ | 02/2026 | 06/2026 |
| Retired/Not Employed | Collierville | TN | 11/2024 | 03/2025 |
| Retired/Not Employed | Queen Creek | AZ | 03/2025 | 10/2025 |
| Harvard Avenue Investment Advisory | Gilbert | AZ | 06/2026 | Present |
Shelton Financial Planning, LLC is a single-member LLC owned by applicant. The LLC is used for business administration and receipt of 1099 compensation from Harvard Avenue for approved investment advisory/financial planning activities conducted under Harvard Avenue’s RIA supervision. Applicant may also receive separate income tax preparation fees through the LLC. No securities transactions, investment advisory services, client solicitation, investment recommendations, or financial planning services are conducted through Shelton Financial Planning, LLC except as approved and supervised by Harvard Avenue.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-17 |
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