Shala L Walker

Current Employers

Employment History

• 08/2016 → 06/2018
  Alliant Group,Lp
  Houston, TX
• 07/2018 → 09/2019
  Mercer Global Advisors Inc.
  Houston, TX
• 10/2019 → 07/2022
  Fsc Securities Corporation
  Houston, TX
• 02/2020 → 03/2021
  Stavis & Cohen Financial
  Houston, TX
• 10/2019 → 03/2021
  Stavis & Cohen Financial
  Houston, TX
• 10/2019 → 01/2023
  Stavis & Cohen Private Wealth Llc
  Houston, TX
• 07/2022 → 01/2023
  Purshe Kaplan Sterling Investments
  Albany, NY
• 02/2023 → Present
  Mar Vista Investment Partners
  Houston, TX
• 04/2023 → Present
  Foreside Financial Services, Llc
  Houston, TX

Previous Registrations

• 2023-02-09 → 2024-01-31
  Mar Vista Investment Partners, Llc
  Houston, TX
  Los Angeles, CA
• 2021-03-05 → 2023-01-18
  Stavis & Cohen Private Wealth, Llc
  Houston, TX
• 2020-02-14 → 2022-07-08
  Fsc Securities Corporation
  Houston, TX
• 2020-03-31 → 2021-03-15
  Scf Private Wealth Holdings, Llc
  Houston, TX
• 2018-07-23 → 2019-11-05
  Mercer Global Advisors Inc.
  Houston, TX
• 2013-03-26 → 2016-09-02
  Morgan Stanley
  Houston, TX
  Houston, TX
• 2012-02-07 → 2013-03-11
  Strategic Advisers Llc
  The Woodlands, TX
  Houston, TX
  Houston, TX
  Jacksonville, FL

Other Businesses

1) Target Hunger; 1260 Shotwell, Houston TX 77020, Nonprofit that provides food services to families in need; Board member, meet quarterly to discuss strategies around the ensuring operations are lean, efficient, and the organization is positioning itself to serve the community in accordance to the by laws; Not Investment Related; Houston, TX; Non-Profit; Board Member; 08/2022; approximately 5 hrs. per month; No compensation./// 2) Rental Property; 2611 Parkbriar Lane, Pearland TX 77584; Owner; Rental income; NOT Investment Related; Start Date 05/01/2024; YES, Financial Interest; Owner of home; Approximately 10 hrs. per month; compensated monthly./// 3) Rental Property; 1901 Post Oak Blvd., Unit 4608, Houston, TX 77056; Owner; Rental Income; NOT Investment Related; Start Date 03/01/2026; YES, Financial Interest; Owner of Condo; Approximately 10 hrs per month; compensated monthly.///

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-08-17
• S65 Uniform Investment Adviser Law Examination
  2012-02-06

Designations

Other Names

• Shala Walker
• Shala Ladon Walker
• Shala L Walker