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RIA / WealthAdvisor21 years in industry

KATHERINE SHELTON FONVILLE

Advisor at COVENANT WEALTH ADVISORS

RICHMOND, VA | Richmond, VA

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Search this name across graphsid dfx:ria:458331a9-ae6a-08fe-3d1c-e4d4715d692a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 26, 2006 to Sep 15, 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: COVENANT WEALTH ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 22, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Nov 22, 2004
First registration: Jan 26, 2006
Dual registered: no
Other names: KATHERINE SHELTON|KATHERINE LEEANN SHELTON|KATHERINE SHELTON FONVILLE|KATHERINE FONVILLE
IAPD individual key: 4802005

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
COVENANT WEALTH ADVISORS	Independent wealth	Oct 25, 2010	n/a	yes	RICHMOND, VA\|Richmond, VA	Current employment
WELLS FARGO ADVISORS	Wirehouse	May 24, 2010	Oct 7, 2010	no	PEPPER PIKE, OH	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 18, 2007	May 6, 2009	no	RICHMOND, VA\|ST. LOUIS, MO	Previous registration
BB&T INVESTMENT SERVICES, INC.	Former SEC adviser	Mar 21, 2006	May 3, 2006	no	CHARLOTTE, NC	Previous registration
BB&T ASSET MANAGEMENT, INC.	n/a	Jan 26, 2006	Mar 21, 2006	no	RICHMOND, VA	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
WELLS FARGO ADVISORS	COVENANT WEALTH ADVISORS	Oct 7, 2010	Oct 25, 2010	18	Firm change	Wirehouse to RIA
BB&T INVESTMENT SERVICES, INC.	WELLS FARGO ADVISORS	May 3, 2006	Jul 18, 2007	441	Firm change after gap	Other
BB&T ASSET MANAGEMENT, INC.	BB&T INVESTMENT SERVICES, INC.	Mar 21, 2006	Mar 21, 2006	0	Firm change	Other

Relationships

Registered with (4)

→ COVENANT WEALTH ADVISORSRegistered adviserregistration: current employment
Oct 25, 2010 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
May 24, 2010 to Oct 7, 2010factForm ADV
→ BB&T INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Mar 21, 2006 to May 3, 2006factForm ADV
→ BB&T ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Jan 26, 2006 to Mar 21, 2006factForm ADV

Dated events

No dated event names this entity yet.