Shashin Girish Shah

Current Employers

Employment History

• 07/2016 → Present
  Sfmg Wealth Advisors
  Plano, TX

Previous Registrations

• 2006-06-12 → 2016-07-07
  Cambridge Investment Research Advisors, Inc.
  Dallas, TX
• 2002-06-21 → 2006-06-13
  Mutual Service Corporation
  Dallas, TX

Other Businesses

1)Investments and Wealth Institute, 5619 DTC PKWY STE 500, GREENWOOD VILLAGE, CO 80111; BEGAN 1/09 REVIEWING SUBJECT MATTER FOR THE BASE COURSE. NOT INVESTMENT RELATED. DEVOTES 20 HRS/MONTH, NONE DURING TRADING HOURS. 2)CFP BOARD, 1425 K ST. WASHINGTON, DC 20005; AMBASSADOR; BEGAN 10/24/2014, CFP BOARD AMBASSADORS ARE CERTIFIED FINANCIAL PLANNER(TM) PROFESSIONALS, AND THEY WILL SERVE AS REPRESENTATIVES OF CFP BOARD. THEY WERE CHOSEN AFTER COMPLETING A RIGOROUS APPLICATION PROCESS AND BASED ON THEIR DEMONSTRATED LEADERSHIP SKILLS, PASSION FOR THE FINANCIAL PLANNING PROFESSION AND COMMITMENT TO THE CFP BOARD'S MISSION TO SERVE THE PUBLIC. NOT INVESTMENT RELATED. DEVOTED 1 HR/MONTH, NONE DURING TRADING HOURS. 3)WILEY, 111 RIVER ST, HOBOKEN, NJ; BEGAN 3/2016 WRITING QUESTIONS FOR WILEY'S CIMA REVIEW AND REVIEW GUIDE. NOT INVESTMENT RELATED.- DEVOTES 10 HR/WK, NONE DURING TRADING HOURS. 4)Mr. Shah is a part-owner of Confidence Period, LLC, started in August 2023, an investment-related entity which invests in companies that offer private investment located in Plano, Texas . Mr. Shah does not devote any time to this entity and does not have any related duties.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-03-21

Designations

Other Names

• Shashin G. Shah