DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Shawn Michael Mcelderry
Feed of 09/15/2026
At current firm
6 y
since Apr 22, 2020
In the industry
26 y
since Jul 24, 2000 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- The Ameriflex Group BD affiliated currentsince Apr 22, 2020 · Las Vegas, Nv
- Sagepoint Financial, Inc. formerNov 13, 2017 to Sep 15, 2020 · Calabasas, Ca
- Sii Investments, Inc. formerSep 2, 2008 to Nov 13, 2017 · Myrtle Beach, Sc
- The Retirement Group unclassifiedOct 13, 2006 to Dec 31, 2008 · San Diego, Ca
- Ssn Advisory, Inc. formerJul 12, 2006 to Oct 4, 2006 · San Diego, Ca
- The Retirement Group unclassifiedJan 23, 2004 to Aug 28, 2006 · San Diego, Ca
Moves
a registration end followed by a registration begin elsewhere
- Sagepoint Financial, Inc. to The Ameriflex Groupleft Sep 15, 2020, registered Apr 22, 2020 (-146 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Sii Investments, Inc. to Sagepoint Financial, Inc.left Nov 13, 2017, registered Nov 13, 2017 (0 days) · Other
- The Retirement Group to Sii Investments, Inc.left Dec 31, 2008, registered Sep 2, 2008 (-120 days) · Other
- Ssn Advisory, Inc. to The Retirement Groupleft Oct 4, 2006, registered Oct 13, 2006 (9 days) · Other
- The Retirement Group to Ssn Advisory, Inc.left Aug 28, 2006, registered Jul 12, 2006 (-47 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address