Donald A Shelton

Current Employers

Employment History

• 09/2017 → 07/2018
  Ae Wealth Management, Llc
  Topeka, KS
• 07/2018 → 10/2019
  Wealth Watch Advisors
  Englewood, CO
• 10/2019 → Present
  Simplicity Wealth, Llc
  Summit, NJ
• 04/2019 → Present
  Vivid Dental Labs, Llc
  Miami, FL
• 02/2020 → Present
  Precise Loans, Llc
  Miami, FL
• 02/2020 → Present
  Precise Graphics, Llc
  Miami, FL
• 02/2020 → Present
  Precise Realty, Llc
  Miami, FL
• 02/2020 → Present
  Precise Capital, Llc
  Miami, FL
• 02/2020 → Present
  Precise Financial, Llc
  Miami, FL
• 01/2020 → Present
  Precise Holdings, Llc
  Miami, FL
• 01/2005 → 02/2020
  Senior Advisor Corporation
  Miami, FL

Previous Registrations

• 2018-07-27 → 2019-10-15
  Wealth Watch Advisors, Inc
  Miami, FL
• 2017-11-08 → 2018-09-06
  Ae Wealth Management, Llc
  Miami, FL

Other Businesses

1) Vivid Dental Labs LLC; Not investment-related; 13195 SW 134th Street, Ste 1-A, Miami, FL 33186; Digital Dental Lab; CEO; 07/2019; Approx. 40 hours/month; Approx. 0 hours/month during securities trading hours; Generate dentures for dentist. 2) Precise Loans; Not investment-related; 7350 SW 89th St., #CU3, Miami, FL 33156; Conventional and reverse mortgages; President and CEO; 02/2020; Approx. 10 hours/month; Approx. 10 hours/month during trading hours; Generate conventional and reverse mortgages. 3) Precise Graphics, LLC; Not investment-related; 7350 SW 89th St., #CU3, Miami, FL 33156; Marketing and advertising; President and CEO; 02/2020; Approx. 10 hours/month; Approx. 10 hours/month during trading hours; Generating leads and branding of company entities. 4) Precise Realty; Investment-related; 7350 SW 89th St., #CU3, Miami, FL 33156; Real estate; President and CEO; 02/2020; Approx. 10 hours/month; Approx. 10 hours/month during trading hours; Oversee operations and marketing for residential real estate sales. 5) Precise Capital, LLC; Investment-related; 7350 SW 89th St., #CU3, Miami, FL 33156; Financial services; President and CEO; 02/2020; Approx. 160 hours/month; Approx. 160 hours/month during trading hours; Planning, investments, insurance. 6) Precise Financial, LLC; Investment-related; 7350 SW 89th St., #CU3, Miami, FL 33156; Insurance sales; President and CEO; 02/2020; Approx. 160 hours/month; Approx. 160 hours/month during trading hours; Insurance planning and annuities sales. 7) Precise Holdings, LLC; Not investment-related; 7350 SW 89th St., #CU3, Miami, FL 33156; Owning companies; Owner; 01/2020; Approx. 30 hours/month; Approx. 0 hours/month during trading hours; Manage assets with the corporate structure. 8) Donald Shelton; Investment-related; 7350 SW 89th St., #CU3, Miami, FL 33156; Insurance sales; Licensed insurance agent; 11/2007; Approx. 160 hours/month as President and CEO of Precise Financial; Approx. 160 hours/month during trading hours as President and CEO of Precise Financial; Insurance sales. 9) Manager; Precise Legal LLC; Is the business investment related: No; Location of the business: 7350 SW 89th Street Miami FL 33156 USA; Description of the business: Comprehensive Financial Analysis: We conduct a thorough analysis of an individual's or family's financial situation, including assets, liabilities, income, expenses, and financial goals. This analysis forms the basis for developing an effective estate plan tailored to the client's needs and objectives. Precise Legal work with clients to minimize estate tax liabilities through strategies such as gifting, charitable giving, trust planning, and utilizing tax-efficient investment vehicles. We collaborate with estate planning attorneys to draft wills and trusts that reflect the client's wishes regarding the distribution of assets, guardianship of minor children, and other important considerations.; Responsibilities Duties: developing an effective plan tailored to the client's needs and objectives.; Start date with business: 2020-02-01; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 7;

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-07-31