Joel Sheldon

Current Employers

Employment History

• 04/2016 → 01/2020
  Lincoln Financial Advisors
  Irvine, CA
• 01/2020 → 11/2023
  Crown Capital Securities, Lp
  Orange, CA
• 11/2023 → Present
  Money Concepts Capital Corp.
  Placentia, CA

Previous Registrations

• 2020-01-28 → 2023-11-15
  Crown Capital Securities, L.P.
  Placentia, CA
• 2016-04-04 → 2020-01-27
  Osaic Fa, Inc.
  Irvine, CA
• 2013-10-24 → 2016-03-31
  American Asset Advisory, Llc
  Costa Mesa, CA

Other Businesses

(1) START DATE 06/2020, AS AGENT/INDEPENDENT CONTRACTOR FOR INSURANCE. MY DUTIES ARE TO PROVIDE FIXED ANNUITIES, LONG TERM CARE AND LIFE INSURANCE TO CLIENTS. Non-investment related, 1-10% time spent on activity during non-securities hrs. (2) START DATE 01/2020, FINANCIAL, INSURANCE AND TAX (FIT) PLANNING; THIS IS THE DBA FOR MY SECURITIES BUSINESS. BUSINESS ADDRESS IS THE SAME AS THE BRANCH. Non-Investment related, 60% time spent on activity during non-securities hrs. (3) START DATE 5/2023, TENDING TO AN S-CORP (JOEL SHELDON WEALTH MANAGEMENT) FOR MY FINANCIAL SERVICES BUSINESS FOR TAX FILING PURPOSES. 6828 Tahitian Circle, Yorba Linda, CA 92886, Non-investment related, 1-10% time spent on activity during non-securities hrs. (4) START DATE 09/2023, ENGINEERING CONSULTING SERVICES, 6828 Tahitian Circle, Yorba Linda, CA 92886, Non-investment related, 1-10% time spent on activity during non-securities hrs.

Exams

• S66 Uniform Combined State Law Examination
  2012-08-11
• S63 Uniform Securities Agent State Law Examination
  2009-07-03