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Registered advisor
S•••••• A• S••••••••
Feed of 09/15/2026
Also filed as Shelley Ann Woodin
At current firm
0 y
since Sep 14, 2026
In the industry
19 y
since Jun 14, 2007 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- E••••• J•••• national BD currentsince Sep 14, 2026 · St. Louis, Mo
- R•••••• J•••• • A••••••••• I••• national BDMar 6, 2018 to Jul 22, 2026 · Traverse City, Mi
- J••• M••••• S••••••••• L•• wirehouseDec 2, 2014 to Mar 13, 2018 · St. Joseph, Mi
- W•••• F•••• A••••••• wirehouseNov 2, 2012 to Dec 31, 2013 · Grand Rapids, Mi
- F•••• T•••• S••••••••• I••• BD affiliatedAug 14, 2007 to May 27, 2011 · Muskegon, Mi
Moves
a registration end followed by a registration begin elsewhere
- R•••••• J•••• • A••••••••• I••• to E••••• J••••left Jul 22, 2026, registered Sep 14, 2026 (54 days) · Affiliated broker-dealer or bank to another
- J••• M••••• S••••••••• L•• to R•••••• J•••• • A••••••••• I•••left Mar 13, 2018, registered Mar 6, 2018 (-7 days) · Wirehouse to affiliated broker-dealer or bank
- W•••• F•••• A••••••• to J••• M••••• S••••••••• L••left Dec 31, 2013, registered Dec 2, 2014 (336 days) · Wirehouse to wirehouse
- F•••• T•••• S••••••••• I••• to W•••• F•••• A•••••••left May 27, 2011, registered Nov 2, 2012 (525 days) · Other
Signals
- S•••••• A• S•••••••• registered as an investment adviser representative at E••••• J••••Sep 14, 2026 · Advisor registered · fact
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
- National broker-dealer RIAderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address