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100 Throckmorton Street Suite 300, Fort Worth, TX 76102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-03 |
Branch Locations
100 Throckmorton Street Suite 300, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Fort Worth | TX | 10/2007 | 05/2021 |
| Wells Fargo Advisors Llc | Fort Worth | TX | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fort Worth | TX | 11/2016 | 05/2021 |
| Shelton Wealth Management, Llc | Fort Worth | TX | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-25 |
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