April Sheldon is a registered investment advisor, based in Cumming, GA, with 18 years of industry experience.
Location
Cumming, GA
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
April works as a financial advisor at Concurrent Investment Advisors, providing advice to clients. This is a full-time role.
Employment History
Current Registrations
Purshe Kaplan Sterling Investments
February 2025 - Present · 1 yr 2 mos
Purshe Kaplan Sterling InvestmentsBroker
February 2025 - Present · 1 yr 2 mos
Concurrent Investment Advisors, LLC
January 2025 - Present · 1 yr 3 mos
Previous Registrations
Raymond James & Associates, INC.Broker
March 2020 - January 2025 · 4 yrs 10 mos
Raymond James & Associates, INC.
October 2014 - December 2014 · 2 mos
Raymond James & Associates, INC.Broker
May 2011 - December 2014 · 3 yrs 7 mos
Raymond James Financial Services Advisors, INC
September 2010 - January 2025 · 14 yrs 4 mos
Raymond James Financial Services, INC.Broker
September 2008 - January 2025 · 16 yrs 4 mos
Raymond James & Associates, INC.Broker
October 2007 - December 2008 · 1 yr 2 mos
State Registrations3 states
FLGAMI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.