Davion Pelmore-shelton
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab & Co., Inc.Mar 2026 to now
- Charles Schwab BankMar 2026 to now
- Wells FargoApr 2024 to Mar 2026
- Wells Fargo Clearing ServicesJan 2022 to Apr 2024
- Buffalo Wild WingsOct 2019 to Apr 2022
- Firs-mid Bank and TrustSep 2018 to Sep 2019
- Taco BellJun 2018 to Sep 2018
- Pizza Hut On CampusAug 2017 to May 2018
- Better BanksJun 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7498932
- Firm CRD
- 5393