Richard Scott Shelley

Current Employers

Employment History

• 01/2000 → Present
  Apollo Risk Management Dba Apollo Advisory, Inc
  West Palm Beach, FL
• 12/2002 → 12/2020
  Packerland Brokerage Services, Inc.
  Green Bay, WI
• 01/2021 → 09/2023
  Aegis Wealth Management, Inc.
  Guthrie Center, IA
• 04/2024 → 08/2025
  Advisor Share Wealth Management
  Vancouver, WA
• 07/2025 → Present
  Apollo Iq, Llc
  Palm City, FL

Previous Registrations

• 2021-01-29 → 2023-09-25
  Aegis Wealth Management, Inc.
  Palm City, FL
  Guthrie Center, IA
• 2004-10-28 → 2020-12-31
  Packerland Brokerage Services, Inc.
  West Palm Beach, FL
  Palm City, FL

Other Businesses

Name of the Other Business: Apollo Risk Management Whether the business is Investment-Related: NO The address of the other business: 1302 SW Evergreen Lane - Palm City, FL 34990 The nature of the other business: Consulting Your Position/Title or relationship with the other business: CEO The start date of your relationship: 2009 The approximate number of hours/month you devote to the other business: 100 The number of hours you devote to the other business during securities trading hours:1-2 Briefly describe your duties relating to the other business: Consult clients on minimizing financial risks, may include the placement of insurance products, may include referring client to appropriate professionals for tax incentive work. Advisory business engages in joint work arrangements with affiliated partners, as well as flat fee service offerings.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-10-22
• S63 Uniform Securities Agent State Law Examination
  1996-01-22

Other Names

• Richard Scott Shelly