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Detailed Report
William Shallenberger
Will Shallenberger
CRD#: 6997792
IA
Investment Adviser
B
Broker
EDWARD JONESCRD#: 250 437 Nissan Dr Suite 502
SMYRNA, TN 37167
Registration History
Oct2023AprJulOct2024AprJulOct2025AprJulOct20262 FIRMS2024 - Present (<1 year)BPRUCO SECURITIES, LLC. (CRD# 5685)2023 - 2024 (1 year)IAPRUDENTIAL FINANCIAL PLANNING ... (CRD# 5685)2024 - 2024 (<1 year)
License(s)

State Registrations

B
Arizona 11/12/2024
B
Ohio 11/12/2024
B
California 2/24/2025
B
Pennsylvania 11/12/2024
B
Georgia 9/13/2024
B
South Carolina 11/12/2024
B
Illinois 11/12/2024
B
Tennessee 9/13/2024
B
Kentucky 2/24/2025
IA
Tennessee 9/17/2024
B
Missouri 11/12/2024
B
Utah 11/12/2024
B
New Mexico 11/12/2024
B
Virginia 11/12/2024
B
New York 11/12/2024
B
Wisconsin 11/12/2024
B
North Carolina 11/12/2024

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
EDWARD JONES (CRD#:250)
437 Nissan Dr Suite 502, SMYRNA, TN 37167
Registered with this firm since 9/17/2024
B
EDWARD JONES (CRD#:250)
437 Nissan Dr Suite 502, SMYRNA, TN 37167
Registered with this firm since 9/13/2024
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 01/23/2024 - 09/19/2024 PRUDENTIAL FINANCIAL PLANNING SERVICES (CRD#:5685) Franklin, TN
B
 09/27/2023 - 09/19/2024 PRUCO SECURITIES, LLC. (CRD#:5685) Franklin, TN
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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.