Colleen Marie Shelly

4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-06-17

Branch Locations

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Valmark Securities, Inc.	Akron	OH	05/2009	10/2017
Pnc Investments	Pittsburgh	PA	04/2018	08/2021
Doterra	Akron	OH	06/2017	01/2021
Lincoln Financial Advisors	Westlake	OH	08/2021	04/2023
Wentz Financial Group	Independence	OH	08/2023	04/2025
Raymond James Financial Services, Inc.	Independence	OH	08/2023	04/2025
Raymond James Financial Services Advisors, Inc.	Independence	OH	08/2023	04/2025
Unemployed	Akron	OH	04/2023	08/2023
Longview Financial Partners	Independence	OH	12/2023	04/2025
Key Investment Services Llc	Brooklyn	OH	05/2025	Present

05/2009 → 10/2017

Valmark Securities, Inc.

Akron, OH
04/2018 → 08/2021

Pnc Investments

Pittsburgh, PA
06/2017 → 01/2021

Doterra

Akron, OH
08/2021 → 04/2023

Lincoln Financial Advisors

Westlake, OH
08/2023 → 04/2025

Wentz Financial Group

Independence, OH
08/2023 → 04/2025

Raymond James Financial Services, Inc.

Independence, OH
08/2023 → 04/2025

Raymond James Financial Services Advisors, Inc.

Independence, OH
04/2023 → 08/2023

Unemployed

Akron, OH
12/2023 → 04/2025

Longview Financial Partners

Independence, OH
05/2025 → Present

Key Investment Services Llc

Brooklyn, OH

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-09-04