Kevin Lyle Shelton

Current Employers

Employment History

• 04/2013 → 01/2018
  Fidelity Brokerage Services Llc
  Campbell, CA
• 05/2018 → 11/2018
  Signator Financial Services, Inc.
  Redwood City, CA
• 01/2018 → 05/2018
  Unemployed
  Sunnyvale, CA
• 11/2018 → 03/2022
  Royal Alliance Associates, Inc.
  Redwood City, CA
• 05/2022 → 11/2024
  Pruco Securities, Llc
  San Jose, CA
• 05/2022 → 02/2025
  The Prudential Insurance Company Of America
  San Jose, CA
• 11/2024 → 02/2025
  Lpl Enterprise, Llc
  San Jose, CA
• 02/2025 → Present
  Buck Wealth Strategies, Llc
  Denver, CO
• 02/2025 → Present
  Madison Avenue Securities, Llc
  San Diego, CA
• 02/2025 → Present
  E.A. Buck Insurance
  Honolulu, HI

Previous Registrations

• 2024-11-19 → 2025-03-03
  Lpl Enterprise, Llc
  San Jose, CA
• 2022-05-12 → 2024-12-06
  Pruco Securities, Llc.
  San Jose, CA
  Sunnyvale, CA
• 2018-11-02 → 2022-03-30
  Osaic Wealth, Inc.
  Boston, MA
  Redwood City, CA
• 2018-05-17 → 2018-11-02
  Signator Investors, Inc.
  Boston, MA
  Redwood City, CA
• 2013-05-10 → 2018-01-23
  Strategic Advisers Llc
  Campbell, CA
  Palo Alto, CA
• 2003-01-31 → 2006-10-30
  Lodestar Private Asset Management Llc
  Alamo, CA

Other Businesses

1) MADISON AVENUE SECURITIES, LLC; INVESMENT-RELATED; 13500 EVENING CREEK DR. N STE 555, SAN DIEGO, CA 92128; BROKER DEALER; REGISTERED REPRESENTATIVE; STARTED 02/2025; APPROX 160 HR/MO, 160 DURING TRADING HOURS; SECURITIES SALES AND SERVICES 2) BUCK WEALTH STRATEGIES; 55 MERCHANT ST. STE. 2100, HONOLULU, HI 96813; INVESTMENT-RELATED; LEAD FINANCIAL ADVISOR; START 02/2025; 160 HR/MO, 160 DURING TRADING HOURS; DISCUSSING CLIENT ACCOUNTS AND INVESTMENT SUITABILITY AND INVESTMENT ADVISER REPRESENTATIVE. 3) E.A. BUCK INSURANCE; 55 MERCHANT ST. STE 2100, HONOLULU, HI 96813; INVESTMENT-RELATED; INSURANCE AGENT; START 02/2025; 160 HR/MO, 160 DURING TRADING HOURS; INSURANCE SALES 4) BUCK FINANCIAL SERVICES; 55 MERCHANT ST. STE 2100, HONOLULU, HI 96813; INVESTMENT-RELATED; EMPLOYEE; START 02/2025; 160 HR/MO, 160 DURING TRADING HOURS; DISCUSSING CLIENT ACCOUNTS AND INVESTMENT SUITABILITY

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-12-27

Designations

Other Names

• Kevin L Shelton
• Kevin Shelton
• Kevin Lyle Shelton