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Steven Samuel Shaneyfelt

Cambridge Investment Research Advisors, Inc.

Mooresville, NC

Fort Mill, SC

Waxhaw, NC

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Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-05-16
SC RA APPROVED 2025-05-16
  • NC RA
    APPROVED
    Since 2025-05-16
  • SC RA
    APPROVED
    Since 2025-05-16

Branch Locations

331 Alcove Rd. Ste. 200, Mooresville, NC 28117 • United States

2752 Pleasant Rd. Ste. 108, Fort Mill, SC 29708 • United States

Waxhaw, NC • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pfs Investments Inc. Charlotte NC 01/2017 02/2017
Primerica Financial Services Charlotte NC 08/2016 02/2017
Jaars Inc Waxhaw NC 05/2012 01/2020
Cambridge Investment Research Advisors, Inc. Fairfield IA 05/2025 Present
Nc Gop Raleigh NC 12/2019 02/2021
Nc Gop Raleigh NC 09/2021 09/2022
Nc Gop Raleigh NC 06/2024 11/2024
Union County Government Monroe NC 06/2023 08/2023
Unemployed Waxhaw NC 03/2021 08/2021
Unemployed Waxhaw NC 10/2022 05/2023
Unemployed Waxhaw NC 09/2023 05/2024
Unemployed Waxhaw NC 12/2024 04/2025
Mark Harris Campaign Charlotte NC 01/2018 10/2018
  • 01/2017 → 02/2017
    Pfs Investments Inc.
    Charlotte, NC
  • 08/2016 → 02/2017
    Primerica Financial Services
    Charlotte, NC
  • 05/2012 → 01/2020
    Jaars Inc
    Waxhaw, NC
  • 05/2025 → Present
    Cambridge Investment Research Advisors, Inc.
    Fairfield, IA
  • 12/2019 → 02/2021
    Nc Gop
    Raleigh, NC
  • 09/2021 → 09/2022
    Nc Gop
    Raleigh, NC
  • 06/2024 → 11/2024
    Nc Gop
    Raleigh, NC
  • 06/2023 → 08/2023
    Union County Government
    Monroe, NC
  • 03/2021 → 08/2021
    Unemployed
    Waxhaw, NC
  • 10/2022 → 05/2023
    Unemployed
    Waxhaw, NC
  • 09/2023 → 05/2024
    Unemployed
    Waxhaw, NC
  • 12/2024 → 04/2025
    Unemployed
    Waxhaw, NC
  • 01/2018 → 10/2018
    Mark Harris Campaign
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-01
S63 Uniform Securities Agent State Law Examination 2017-02-13
  • S65 Uniform Investment Adviser Law Examination
    2025-04-01
  • S63 Uniform Securities Agent State Law Examination
    2017-02-13
Other Names
  • Steven Samuel Shaneyfelt
  • Steven Shaneyfelt

View on SEC IAPD

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Other Offices

TRUIST ADVISORY SERVICES, INC. · MOORESVILLE, NC
EDWARD JONES · MOORESVILLE, NC
CETERA INVESTMENT ADVISERS LLC · MOORESVILLE, NC
VIRTUE CAPITAL MANAGEMENT, LLC · MOORESVILLE, NC
CASTLE WEALTH GROUP · MOORESVILLE, NC
MML INVESTORS SERVICES, LLC · Mooresville, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MOORESVILLE, NC
J.P. MORGAN SECURITIES LLC · Mooresville , NC

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