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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

SHELLEY JO ECHEVERRIA

Advisor at GUARDIAN WEALTH PARTNERS, LLC

Pheonix, AZ | SCOTTSDALE, AZ | Scottsdale, AZ

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Search this name across graphsid dfx:ria:89c71217-65fb-545d-3ad9-7c80dbf4201d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: May 3, 2005 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: GUARDIAN WEALTH PARTNERS, LLC
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: Feb 6, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 2
Registered states: 1
Exams: S66|S63
First exam: Feb 6, 2001
First registration: May 3, 2005
Dual registered: yes, broker-dealer
Other names: SHELLEY JO MCGIBNEY|SHELLEY JO MCGIBNEY HUTNAK|SHELLEY ECHEVERRIA|Shelley J McGibney|SHELLEY JO ECHEVERRIA|Shelley J Echeverria
IAPD individual key: 4002979

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
GUARDIAN WEALTH PARTNERS, LLC	Independent wealth	Jun 2, 2023	n/a	yes	Scottsdale, AZ	Current employment
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Nov 27, 2020	n/a	yes	SCOTTSDALE, AZ\|Pheonix, AZ	Current employment
THE WEALTH CONSULTING GROUP	Independent wealth	Aug 10, 2017	Oct 29, 2020	no	Phoenix, AZ\|LAS VEGAS, NV\|Phoenix, AZ	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Feb 2, 2017	Jun 8, 2017	no	Phoenix, AZ\|SAN ANTONIO, TX\|Phoenix, AZ\|SAN ANTONIO, TX	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Aug 13, 2013	Dec 12, 2016	no	PHOENIX, AZ\|SPRINGFIELD, MA\|Phoenix, AZ	Previous registration
TOWER SQUARE SECURITIES, INC.	Former SEC adviser	Jul 19, 2005	Sep 5, 2013	no	PHOENIX, AZ\|NEW YORK, NY\|WETHERSFIELD, CT	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	May 3, 2005	Jun 14, 2005	no	WEST HARTFORD, CT	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
THE WEALTH CONSULTING GROUP	PARK AVENUE SECURITIES LLC	Oct 29, 2020	Nov 27, 2020	29	Firm change	RIA to ibd
USAA INVESTMENT SERVICES COMPANY	THE WEALTH CONSULTING GROUP	Jun 8, 2017	Aug 10, 2017	63	Firm change	Other
MSI FINANCIAL SERVICES, INC.	USAA INVESTMENT SERVICES COMPANY	Dec 12, 2016	Feb 2, 2017	52	Firm change	Other
TOWER SQUARE SECURITIES, INC.	MSI FINANCIAL SERVICES, INC.	Sep 5, 2013	Aug 13, 2013	-23	Firm change	Other
STRATEGIC ADVISERS LLC	TOWER SQUARE SECURITIES, INC.	Jun 14, 2005	Jul 19, 2005	35	Firm change	Other

Relationships

Registered with (7)

→ GUARDIAN WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
Jun 2, 2023 to presentfactForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: current employment
Nov 27, 2020 to presentfactForm ADV
→ THE WEALTH CONSULTING GROUPRegistered adviserregistration: previous registration
Aug 10, 2017 to Oct 29, 2020factForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Feb 2, 2017 to Jun 8, 2017factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Aug 13, 2013 to Dec 12, 2016factForm ADV
→ TOWER SQUARE SECURITIES, INC.Registered adviserregistration: previous registration
Jul 19, 2005 to Sep 5, 2013factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
May 3, 2005 to Jun 14, 2005factForm ADV

Dated events

No dated event names this entity yet.