KR
Kirk Roy Sheldon
CRD 1062156
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Sheldon, Kirk Roy | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Sheldon, Kirk Roy
Sole Proprietor, Chief Executive Officer, Chief Compliance Officer · 75% or more · Jun 2012
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗