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SW

Shileen R. Weber

ALTACCESS SECURITIES COMPANY, L.P.
DALLAS, TX 75201
Some features on this profile are disabled
CRD#: 2679499
SW

Professional summary


Shileen Renay Weber, who also goes by Shileen Renay Groth, Shileen Renay Sween, is a registered financial professional currently at ALTACCESS SECURITIES COMPANY, L.P. located in Dallas, Texas.

Shileen is registered as a RR (Registered Representative) and started their career in finance in 1996. Shileen has worked at 4 firms and has passed the Series 63, Series 7TO, Series 22TO, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Shileen Renay Groth | Shileen Renay Sween

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) - BD


Click below to view Shileen Renay Weber's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

April 12, 2024 - Present

ALTACCESS SECURITIES COMPANY, L.P.

Office #1: 325 N. St. Paul Street Suite 4850, Dallas, TX 75201
BD
CRD#: 119441
DALLAS, TX
Past

February 5, 2016 - April 8, 2016

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
BLOOMINGTON, MN
Past

June 14, 2000 - March 21, 2014

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
MINNEAPOLIS, MN
Past

January 18, 1996 - June 14, 2000

LUTHERAN BROTHERHOOD SECURITIES CORP.

BD
CRD#: 4205
MINNEAPOLIS, MN

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: 8/28/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/12/2025
General Securities Representative Examination
General Industry/Product Exam
RR
Series 22TO
Date: 4/5/2024
Direct Participation Programs Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AS
ALTACCESS SECURITIES COMPANY, L.P.
ALTACCESS SECURITIES COMPANY, L.P. | MHT SECURITIES, LP | MHT SECURITIES, L.P. | MHT MIDSPAN SECURITIES, LP | BENEFICIENT SECURITIES COMPANY, L.P. | BEN SECURITIES COMPANY, L.P.

CRD#: 119441 / SEC#: , 8-65183

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
325 N. St. Paul Street Suite 4850, Dallas, TX 75201
Mailing Address
325 N. St. Paul Street Suite 4850, Dallas, TX 75201
Phone number
(214) 245-5379
Established
Texas since 11/16/2001
Firm type
Partnership
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BEN MARKETS MANAGEMENT HOLDINGS, L.P.LIMITED PARTNER
BEN MARKETS CORPORATE HOLDINGS, L.L.C.GENERAL PARTNER
GEORGE, THOMAS KEITHFINOP5378303
TALBOT, HENRY BOARDMANPRESIDENT & CCO6004463

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


ALTACCESS SECURITIES COMPANY, L.P.

CRD#: 119441Dallas, TX 75201

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