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S•••• M•••••• F••••••
- Title
- Director of Planning and OperationsreportedWWW.PROWEALTHMGT.COMfirm site, Sep 16, 2026
- Designations
- ChFCreportedprowealthmgt.comas printed on the bio page, Sep 16, 2026
- Partner or owner
- “Shawn Fleming is a Principal of P••••••••• W••••• M••••••••• S••••••• L•• and serves as the company’s Director of Planning and Operations.”reportedprowealthmgt.comthe sentence on the bio page
- p••••••••• profile url
- ••• LockedreportedWWW.PROWEALTHMGT.COMfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- P••••••••• W••••• M••••••••• S••••••• L•• independent RIA currentsince Jun 17, 2009 · Statesville, Nc
- P••••••••• A••••••• S•••••••• L•• formerApr 30, 2007 to Nov 23, 2009 · Statesville, Nc
- P••••••••• A••••••• S•••••••• L•• to P••••••••• W••••• M••••••••• S••••••• L••left Nov 23, 2009, registered Jun 17, 2009 (-159 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address