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170 W. Cherry Street, Troy, MO 63379 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-04-06 |
| MO | RA | APPROVED | 2017-10-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sheller Insurance Agency | Troy | MO | 10/1978 | Present |
| Sheller Ins Agency | Troy | MO | 05/1979 | Present |
| Sheller Realty | Troy | MO | 10/1982 | Present |
| Cutter & Company, Inc | Chesterfield | MO | 06/2006 | 09/2017 |
| Lpl Financial, Llc | Troy | MO | 09/2017 | Present |
| Sheller Wealth Management, Inc. | Troy | MO | 10/2017 | Present |
1. 09/27/2017 - SOUTHWESTERN CAPITAL, INC./ REAL ESTATE RENTAL/ 1%/ TROY, MO 2. 09/27/2017 - OAKWIND FARMS HUNTING PRESERVE, INC./ OTHER - BUSINESS OWNER/ 0%/ TROY, MO 3. 09/27/2017 - REAL ESTATE RENTAL PROPERTY/ REAL ESTATE RENTAL/ 1%/ 170 W CHERRY ST TROY, MO 63379-1245; 481 MAIN ST TROY, MO 63379-1248 4. 09/27/2017 - THE OAKWIND CORPORATION, INC./ REAL ESTATE RENTAL/ 0%/ 16 RESIDENTIAL BUILDING LOTS AT WATERBROOKE ESTATES IN TROY, MO; 140 ACRES VACANT LAND NEXT TO WATERBROOKE ESTATES IN TROY, MO 5. 09/27/2017 - LINCOLN MANAGEMENT GROUP, INC./ REAL ESTATE RENTAL/ 1%/ TROY, MO 6. 09/27/2017 - SHELLER FINANCIAL SERVICES/ NON-VARIABLE INSURANCE - PROPERTY & CASUALTY/ 1%/ TROY, MO 7. 09/27/2017 - TRICON MANAGEMENT, INC./ REAL ESTATE RENTAL/ 1%/ TROY, MO 8. 09/27/2017 - TRILOGY DEVELOPMENT, INC./ REAL ESTATE RENTAL/ 1%/ 31.93 ACRE TRACT IN T49N R1E S23 OF LINCOLN COUNTY, MISSOURI; UNSOLD LOTS IN SYCAMORE CREEK 9. 09/27/2017 - FAIRWAY LAND & CATTLE CO., INC./ REAL ESTATE RENTAL/ 1%/ 66 FAIRCREEK DR WINFIELD, MO 63389-3637; 42 FAIRCREEK DR, WINFIELD, MO 63389; 2323 S HWY W, WINFIELD, MO 63389; 81 SILVER MAPLE LANE, WINFIELD, MO 63389; 99 SURREY DR TROY, MO 63379; 103 SURREY DR TROY, MO 63379; 99 VAIL LANE TROY, MO 63379 10. 09/27/2017 - SHELLER FINANCIAL SERVICES/ NON-VARIABLE INSURANCE/ 1%/ TROY, MO 11. 09/27/2017 - SHELLER FINANCIAL SERVICES/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ TROY, MO. 12. 10/5/2017 - Sheller Wealth Management, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 10/01/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Sheller Wealth Management, Inc., an independent investment advisor firm. I started this business activity in 8/2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 13. 10/19/2017 - Sheller Financial Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 09/15/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 14. 09/19/2022 - Sheller Financial Services, Inc. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 07/01/2022 - 160 Hours Per Month/160 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-07-21 |
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