Laqueta Ann Shelburne

Current Employers

Employment History

• 01/1983 → Present
  Harold W.SHelburne, Cpa
  San Angelo, TX
• 10/1994 → Present
  Primerica Financial Services
  San Angelo, TX
• 08/1996 → 09/2025
  Avantax Investment Services, Inc.
  San Angelo, TX
• 03/2014 → 09/2025
  Avantax Insurance Services, Llc
  San Angelo, TX
• 03/2016 → Present
  Shelburne Financial Services
  San Angelo, TX
• 10/2016 → Present
  Pan American Benefits Solutions
  New Orleans, LA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  San Angelo, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1999-10-01 → 2025-09-05
  Avantax Advisory Services
  San Angelo, TX

Other Businesses

1) Blue/Cross Blue/Shield of Texas~NIR~2412 College Hills Blvd, Suite 105~San Angelo~TX~76904~Independent Insurance Agent~Sales Associate/Executive~1/1/2010~5hrs~5hrs~Setting up Small Business & Individual Medical Policies for Clients. 2) Harold W. Shelburne, CPA~NIR~2412 College Hills Blvd., Suite 105~San Angelo~TX~76904~Tax Preparation/Accounting~Partner/General Partner~12/1/1999~60hrs~60hrs~Assist Staff with IRA and tax related information when needed. I do some tax return activity, i.e. filing, in take on information, booking appointments, and general assistance to other staff members during tax season. 3) Shelburne Financial Services~NIR~3177 Executive Drive~San Angelo~TX~76904~Tax Preparation/Accounting~Partner/General Partner~3/16/2016~20hrs~10hrs~Occasional assistance with tax practice, greet client, answer general questions, deliver tax returns, mail out returns to clients, and clean office. 4) Aetna Health Insurance~NIR~960 Jolly Rd. U11E~Blue Bell~PA~19422~Independent Insurance Agent~Insurance Sales Agent~7/1/2007~1hrs~1hrs~health insurance sales 5) United Healthcare~NIR~7440 Woodland Drive~Indianapolis~IN~46278~Insurance Agent~Insurance Sales Agent~9/1/2015~1hrs~1hrs~Health Care insurance for clients. 6) Pan American Benefits Solutions~NIR~601 Poydras Street~New Orleans~LA~70130~Insurance Agent~Other~10/1/2016~2hrs~0hrs~Setting up group Health Insurance Plans for Businesses 7) First Methodist Church~'NIR'~37 East Beauregard Ave.~San Angelo~TX~76903~Other~Other~9/18/2019~30hrs~3hrs~I will lead the class following a video on ways to manage their current debt, and we will work on ways to trim their debt in the 9 weeks we will meet once a week. 30 8) CONCHO VALLEY REPUBLICAN WOMEN POSITION: President NATURE: We organize speakers and activities to help promote the republican party in Tom Green County, Texas. Specifically we work for the republican party in San Angelo, Texas INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2023 ADDRESS: 2525 South Johnson, Suite A, San Angelo TX 76904, United States DESCRIPTION: Beginning 1-1-2023, I will lead this group as the President. I will represent this group as leading their monthly Board meetings and general membership meetings. 9) HUMANA INSURANCE POSITION: Sales Representative NATURE: We assist clients in setting up dental and vision insurance programs for businesses or individuals INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/25/2021 ADDRESS: 3177 Executive Drive, San Angelo TX 76904, United States DESCRIPTION: Presentation, and setup of the dental and vision plans for customers seeking this type of coverage 10) BETA SIGMA PHI POSITION: President NATURE: Elected/Appointed Official INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2022 ADDRESS: 4709 North Bentwood Drive, San Angelo TX 76904, United States DESCRIPTION: I assist the other officers in their positions and lead this group of women in various activities to benefit the less fortunate in our community, such as providing coats to the Head Start Students, provide food items to Senior Citizens and at Christmas we work on getting Meals To The Elderly stocking stuffers, we helped to provide 5 beds for Kids Without Beds in our community. 11)Independent Insurance Agent; ; Independent Insurance Agent; IR; 1; 07/01/2007; 960 Jolly Rd. U11E PA 19422; health insurance sales

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-10-20