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Robert Wesley Shannon

Brazos Wealth Advisors LLC

Fort Worth, TX

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Current Employers
Brazos Wealth Advisors Llc

2833 Crockett St. Ste.102, Fort Worth, TX 76107 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-15
  • TX RA
    APPROVED
    Since 2024-04-15

Branch Locations

2833 Crockett St. Ste.102, Fort Worth, TX 76107 • 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
Texas American Insurers Fort Worth TX 07/2006 11/2016
Sjk Financial Planning, L.L.C. Hurst TX 11/2014 09/2023
Brazos Wealth Advisors Llc Iowa Park TX 08/2022 Present
  • 07/2006 → 11/2016
    Texas American Insurers
    Fort Worth, TX
  • 11/2014 → 09/2023
    Sjk Financial Planning, L.L.C.
    Hurst, TX
  • 08/2022 → Present
    Brazos Wealth Advisors Llc
    Iowa Park, TX
Previous Registrations
  • 2014-12-10 → 2023-09-19
    Sjk Financial Planning, L.L.C.
    Fort Worth, TX
  • 2008-07-07 → 2014-12-24
    Signator Financial Services, Inc.
    Fort Worth, TX
    Hurst, TX
Other Businesses

1.) Independent Insurance Agent; Investment Related; Iowa Park, TX

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-07-01
S63 Uniform Securities Agent State Law Examination 1987-08-24
  • S65 Uniform Investment Adviser Law Examination
    2008-07-01
  • S63 Uniform Securities Agent State Law Examination
    1987-08-24
Designations
Other Names
  • Wes Shannon

View on SEC IAPD

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RYAN HOLLOWAY COX
LEONARD DEWAYNE HALL
Justin Owen Hall
DANIEL B GEEHAN
Ambyr Dnae Capps
Allen Harris

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX
M2G VENTURES LLC · FORT WORTH, TX
ACHELION CAPITAL MANAGEMENT, LLC · FORT WORTH, TX
J.P. MORGAN SECURITIES LLC · FT. WORTH, TX
GOOD LIFE PRIVATE WEALTH, LLC · FORT WORTH, TX
SELADOR CAPITAL MANAGEMENT, LP · FT. WORTH, TX
INDEPENDENCE SQUARE HOLDINGS, LLC · Fort Worth, TX
EAGLE STRATEGIES LLC · FORT WORTH, TX

More in Fort Worth, TX

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