WS
William J. Shelmon
PAYCHECK TO WEALTH
Southfield, MI 48076
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CRD#: 7330161
WS
Professional summary
William J Shelmon JR, who also goes by Bill J Shelmon Jr, Bill Shelmon, is a registered financial advisor currently at PAYCHECK TO WEALTH, LLC located in Southfield, Michigan.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. William has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bill J Shelmon Jr | Bill Shelmon
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.
Toyota Motor of North America; It is not investment-related; 8777 Platt Road, Saline, Michigan 48176; Automotive Manufacturer; Product Design Engineer; Executive Project Manager; Started 10/1990; I devote 160 hours/month to the business; I devote 110 hours / month to this business during securities trading hours; My duties are to investigate new technologies that can be adopted to new development products.
CRS (Client Relationship Summary) - RIA
Click below to view William J Shelmon JR's 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®
NoneExperience
Current
April 28, 2021 - Present
PAYCHECK TO WEALTH, LLC
Office #1: 19785 W. 12 Mile Road Suite 505, Southfield, MI 48076RIA
CRD#: 312578
Southfield, MI
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(4/28/2021)
Current Firm
PT
PAYCHECK TO WEALTH, LLC
BEST SELECTION PROPERTIES | SHELMON, WILLIAM, JAMES JR. | PAYCHECK TO WEALTH, LLC | PAYCHECK TO WEALTH
CRD#: 312578 / SEC#:
Michigan
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Contact information
Main Address
19785 W. 12 Mile Road Suite 505, Southfield, MI 48076
Mailing Address
Phone number
(248) 802-5884
Established
Firm type
Fiscal year end
# of Employees
1
Exempt reporting advisers
Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| Alabama | ERA - Active | 2/11/2021 |
| Florida | ERA - Active | 2/11/2021 |
| Georgia | ERA - Active | 2/11/2021 |
| Illinois | ERA - Active | 2/11/2021 |
| Ohio | ERA - Active | 2/11/2021 |
| Tennessee | ERA - Withdrawn | 3/11/2021 |
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.
