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SHALEN SHENEAU STANLEY
SHALEN STANLEY
CRD#: 5352894
IA
Investment Adviser
B
Broker
PACKERLAND BROKERAGE SERVICES, INC.CRD#: 37031 Placentia, CA
Registration History
20082010201220142016201820202022202420262 FIRMS2008 - 2015 (7 years)2 FIRMS2016 - 2016 (<1 year)2 FIRMS2018 - 2021 (2 years)2 FIRMS2021 - 2021 (<1 year)2 FIRMS2022 - Present (3 years)
License(s)

State Registrations

B
California 2/25/2022

IA
California 2/25/2022

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
PACKERLAND BROKERAGE SERVICES, INC. (CRD#:37031)
Placentia, CA
Registered with this firm since 2/25/2022

B
PACKERLAND BROKERAGE SERVICES, INC. (CRD#:37031)
Placentia, CA
Registered with this firm since 2/25/2022

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
07/21/2021 - 11/11/2021 LPL FINANCIAL LLC (CRD#:6413) SAN JUAN CAPISTRANO, CA
B
07/21/2021 - 11/11/2021 LPL FINANCIAL LLC (CRD#:6413) SAN JUAN CAPISTRANO, CA
IA
12/26/2018 - 07/21/2021 WADDELL & REED (CRD#:866) SAN JUAN CAPISTRANO, CA
B
12/26/2018 - 07/21/2021 WADDELL & REED (CRD#:866) SAN JUAN CAPISTRANO, CA
IA
01/12/2016 - 12/31/2016 WADDELL & REED (CRD#:866) COSTA MESA, CA
B
01/12/2016 - 12/31/2016 WADDELL & REED (CRD#:866) COSTA MESA, CA
IA
11/04/2008 - 12/31/2015 WADDELL & REED (CRD#:866) COSTA MESA, CA
B
09/16/2008 - 12/31/2015 WADDELL & REED (CRD#:866) COSTA MESA, CA
For additional information about investment advisers or broker-dealers, please visit
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.