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Shannon Wesley Kirkpatrick

Selective Wealth Management, Inc.

Forest, VA

Denver, CO

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Current Employers
Selective Wealth Management, Inc.

1149 Vista Park Drive Unit D, Forest, VA 24551 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2021-06-25
TX RA APPROVED_RES 2021-06-16
VA RA APPROVED 2018-02-26
  • CO RA
    APPROVED
    Since 2021-06-25
  • TX RA
    APPROVED_RES
    Since 2021-06-16
  • VA RA
    APPROVED
    Since 2018-02-26

Branch Locations

1149 Vista Park Drive Unit D, Forest, VA 24551 • United States

Denver, CO • 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
Selective Wealth Management Forest VA 01/2018 Present
Rekindling Ministries Lynchburg VA 07/2007 Present
  • 01/2018 → Present
    Selective Wealth Management
    Forest, VA
  • 07/2007 → Present
    Rekindling Ministries
    Lynchburg, VA
Other Businesses

1) Rekindling Ministries/ not investment-related/ 6950 E. Chenango Ave. Unite 352, Denver, CO 80237/ religious and counseling, teaching/Founder & Executive Director/July 2007/ 10 hours per month/ In charge of teaching, leading, creating content, hosting podcasts.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-02-26
  • S65 Uniform Investment Adviser Law Examination
    2018-02-26

View on SEC IAPD

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