Shannon T Maloney

Current Employers

Employment History

• 02/2013 → Present
  Strategic Pension Group
  Livonia, MI
• 01/2016 → Present
  Strategic Retirement Partners
  Shorewood, IL
• 04/2016 → 04/2019
  Kestra Financial Services, Inc
  Austin, TX
• 04/2019 → 06/2024
  Global Retirement Partners, Llc
  San Rafael, CA
• 06/2024 → Present
  Wellth Advisory Services, Llc
  Shorewood, IL

Previous Registrations

• 2019-04-01 → 2024-07-05
  Global Retirement Partners Llc
  Northville, MI
  San Rafael, CA
• 2016-04-25 → 2019-04-01
  Kestra Advisory Services, Llc
  Northville, MI
  Austin, TX
• 2015-09-02 → 2016-09-22
  Kestra Investment Services, Llc
  Austin, TX
  Livonia, MI
  Aliso Viejo, CA
  Northville, MI
  Livonia, MI
• 2014-08-20 → 2016-07-18
  Wealthspire Retirement Advisory
  Livonia, MI
  Aliso Viejo, CA
• 2013-07-29 → 2014-08-06
  Financial Telesis Inc
  Livonia, MI
  San Rafael, CA

Other Businesses

Business Name: Strategic Retirement Partners Investment Related: Yes Address: 39111 West 6 Mile Road Livonia MI 48152 Nature of Business: DBA name for WELLth Advisory Services, LLC.Position, Title or Relationship: Director, Defined Benefit and ESOP Plans Start Date: 5/1/2015 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: Review of DB and ESOP plansHelping retirement plans- specifically Defined Benefit plan and Employer Stock Ownership Plans with Fiduciary Governance, Investment Consulting, Participant Education, Vendor Oversight and Issue resolution. Name: Given to Fly, LLC Investment Related: No. Address: 25434 Prairiewood Lane Shorewood IL 60404 Nature of Business: Business Entity For Tax/Investment Purposes Only.Title or Relationship: Member. Start Date: 1/17/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Review and evaluate investment opportunitiesBusiness Name: SRP Advisory Services LLC Investment Related: Yes Address: 25434 Prairiewood Lane Shorewood IL 60404 Nature of Business: Investment Advisory services through an independent outside RIA Position, Title or Relationship: Member Start Date: 2/15/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Shareholder

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-07-23
• S63 Uniform Securities Agent State Law Examination
  1993-12-22

Other Names

• Shannon Tracey Murphy
• Shannon Tracey Murphy
• Shannon Tracey Maloney