AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
CS

Constance D. Shannon

Some features on this profile are disabled
CRD#: 1741493
CS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Constance Dye Shannon, who also goes by Constance Ann Dye, Constance Ann Shannon, was a registered financial professional .

Constance is a previously registered financial professional and started their career in finance in 1987. Constance had worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 24 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Constance Ann Dye | Constance Ann Shannon

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 9, 2004 - July 15, 2013

GRAND DISTRIBUTION SERVICES, LLC

BD
CRD#: 127700
MILWAUKEE, WI
Past

June 12, 1995 - October 20, 2020

DISTRIBUTION SERVICES, LLC

BD
CRD#: 25938
MILWAUKEE, WI
Past

September 4, 1990 - July 1, 1991

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

July 7, 1988 - September 4, 1990

BLUNT ELLIS & LOEWI INCORPORATED

BD
CRD#: 7580
Past

September 22, 1987 - April 25, 1988

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/22/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 3/7/1988
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


GD
GRAND DISTRIBUTION SERVICES, LLC
GRAND DISTRIBUTION SERVICES | GRAND DISTRIBUTION SERVICES, LLC

CRD#: 127700 / SEC#: , 8-66033

BD
Terminated by SEC on 07/19/2013
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Wisconsin since 04/18/2003
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
UMB FUND SERVICES, INC.SOLE MEMBER
FAY LUEDTKE, KAREN LOUISECHIEF COMPLIANCE OFFICER1211395
MORTENSEN, CHRISTINE LEETREASURER2658546
SHANNON, CONSTANCE DYESECRETARY1741493

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GRAND DISTRIBUTION SERVICES, LLC

CRD#: 127700

TRUST BUT VERIFY

Monitor Constance Shannon

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics