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Paul Zachary Shelton

Warwick Shore Advisors, LLC

Orlando, FL

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Current Employers
Warwick Shore Advisors, Llc

1507 Lake Baldwin Lane Suite B, Orlando, FL 32814 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-06-01
  • FL RA
    APPROVED
    Since 2018-06-01

Branch Locations

1507 Lake Baldwin Lane Suite B, Orlando, FL 32814 • 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
Water Oak Advisors Winter Park FL 10/2015 05/2018
Warwick Shore Advisors, Llc Orlando FL 06/2018 Present
Previous Registrations
  • 2017-10-24 → 2018-05-30
    Water Oak Advisors, Llc
    Winter Park, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-30
  • S65 Uniform Investment Adviser Law Examination
    2017-09-30

View on SEC IAPD

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