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Brian Keith Shelton

Shelton Wealth Management, LLC

Fort Worth, TX

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Current Employers
Shelton Wealth Management, Llc

100 Throckmorton Street Suite 300, Fort Worth, TX 76102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-05-04
  • TX RA
    APPROVED
    Since 2021-05-04

Branch Locations

100 Throckmorton Street Suite 300, Fort Worth, TX 76102 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Fort Worth TX 01/2011 11/2016
Wells Fargo Clearing Services, Llc Fort Worth TX 11/2016 05/2021
Shelton Wealth Management, Llc Fort Worth TX 05/2021 Present
Previous Registrations
  • 2011-01-03 → 2021-05-13
    Fort Worth, TX
    Addison, TX
    Fort Worth, TX
  • 2000-12-13 → 2011-01-03
    Wells Fargo Investments, Llc
    Addison, TX
    Fort Worth, TX
    Fort Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-23
S63 Uniform Securities Agent State Law Examination 1987-06-15
  • S65 Uniform Investment Adviser Law Examination
    1999-11-23
  • S63 Uniform Securities Agent State Law Examination
    1987-06-15
Other Names
  • Keith Shelton

View on SEC IAPD

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