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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)16 years in industry

Sharlee Nicole Zalewski

Advisor at EDWARD JONES

VICKSBURG, MI

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Search this name across graphsid dfx:ria:1b979693-df97-95a6-fe20-9d77928dbed5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 13, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EDWARD JONES
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 9, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 9, 2010
First registration: Sep 13, 2010
Dual registered: yes, broker-dealer
Other names: SHARLEE GALINIS|SHARLEE NICOLE GALINIS|SHARLEE NICOLE ZALEWSKI|SHARLEE ZALEWSKI
IAPD individual key: 5445126

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EDWARD JONES	National bd RIA	Mar 2, 2018	n/a	yes	VICKSBURG, MI	Current employment
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Feb 19, 2013	Mar 8, 2018	no	PORTAGE, MI\|PAW PAW, MI\|VICKSBURG, MI\|HARTFORD, MI\|PORTAGE, MI\|GRAND RAPIDS, MI\|GRAND RAPIDS, MI\|VICKSBURG, MI\|HARTFORD, MI\|PORTAGE, MI\|KALAMAZOO, MI\|PORTAGE, MI\|PAW PAW, MI\|PORTAGE, MI\|KALAMAZOO, MI\|PORTAGE, MI\|KALAMAZOO, MI\|KALAMAZOO, MI\|LANSING, MI	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Apr 20, 2012	Feb 1, 2013	no	PORTAGE, MI	Previous registration
EDWARD JONES	National bd RIA	Sep 13, 2010	Feb 28, 2012	no	Maryland Heights, MO\|Maryland Heights, MO\|SOUTH BEND, IN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PNC WEALTH MANAGEMENT	EDWARD JONES	Mar 8, 2018	Mar 2, 2018	-6	Firm change	Ibd to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	PNC WEALTH MANAGEMENT	Feb 1, 2013	Feb 19, 2013	18	Firm change	Other
EDWARD JONES	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Feb 28, 2012	Apr 20, 2012	52	Firm change	Ibd to wirehouse

Relationships

Registered with (3)

→ EDWARD JONESRegistered adviserregistration: previous registration
Sep 13, 2010 to Feb 28, 2012factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Feb 19, 2013 to Mar 8, 2018factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Apr 20, 2012 to Feb 1, 2013factForm ADV

Dated events

No dated event names this entity yet.