SHINE INVESTMENT ADVISORY SERVICES, INC.
Legal name: SHINE WEALTH PARTNERS
CRD #106097 SEC #801-50526 LONE TREE, CO 303-740-8600
SEC Registered
Total AUM
$720.5M
Discretionary
$712.9M
Employees
6
Clients
11
Accounts
1,558
Firm Details
- Organization Type
- Corporation
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 23, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CORNELL, BETH, FRANCES | I | CCO | NA | Control |
| CORNELL, BETH, FRANCES | I | CCO, PRINCIPAL | NA | Control |
| CORNELL, BETH, FRANCES | I | CCO, PRINCIPAL | NA | Control |
| DRESCHLER, MARK, ALLAN | I | DIRECTOR | NA | Control |
| DRESCHLER, MARK, ALLAN | I | DIRECTOR | NA | Control |
| DRESCHLER, MARK, ALLAN | I | DIRECTOR | NA | Control |
| EVE, SANDRA | I | DIRECTOR | NA | Control |
| EVE, SANDRA | I | DIRECTOR | NA | Control |
| EVE, SANDRA | I | DIRECTOR | NA | Control |
| EVE, SANDRA | I | PRINCIPAL | NA | Control |
| EVE, SANDRA | I | PRINCIPAL | NA | Control |
| EVE, SANDRA | I | PRINCIPAL | NA | Control |
| EVE, SANDRA | I | DIRECTOR | NA | Control |
| EVE, SANDRA | I | PRINCIPAL | NA | Control |
| GIBBONS, DALE, MORONI | I | DIRECTOR | NA | Control |
| GIBBONS, DALE, MORONI | I | DIRECTOR | NA | Control |
| GIBBONS, DALE, MORONI | I | DIRECTOR | NA | Control |
| GIBBONS, DALE, MORONI | I | DIRECTOR | NA | Control |
| JARVI, JESSICA, LYNN | I | DIRECTOR | NA | |
| MILLER, DENNIS, HARRISON | I | DIRECTOR | NA | Control |
| MILLER, DENNIS, HARRISON | I | MANAGING DIRECTOR | NA | Control |
| SALVATORE, KAREN, K. | I | PRINCIPAL | NA | |
| SALVATORE, KAREN, K. | I | PRINCIPAL | NA | |
| SALVATORE, KAREN, K. | I | PRINCIPAL | NA | |
| WHITE, JANET, HURLY | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHITE, JANET, HURLY | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHITE, JANET, HURLY | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHITE, JANET, HURLY | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHITE, JANET, HURLY | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHITE, JANET, HURLY | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHITE, JANET, HURLY | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHITE, JANET, HURLY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JANET, HURLY | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHITE, JANET, HURLY | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHITE, JANET, HURLY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JANET, HURLY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JANET, HURLY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JANET, HURLY | I | PRINCIPAL | NA | Control |
| SHINE, JUDITH, ANN | I | PRESIDENT | E | Control |
| SHINE, JUDITH, ANN | I | PRESIDENT | E | Control |
| SHINE, JUDITH, ANN | I | PRESIDENT | E | Control |
| SHINE, JUDITH, ANN | I | PRESIDENT | E | Control |
| SHINE, JUDITH, ANN | I | PRESIDENT, DIRECTOR | E | Control |
| SHINE, JUDITH, ANN | I | PRESIDENT, DIRECTOR | E | Control |
| SHINE, JUDITH, ANN | I | PRESIDENT, DIRECTOR | E | Control |
| SHINE, JUDITH, ANN | I | PRESIDENT, DIRECTOR | E | Control |
| SHINE, JUDITH, ANN | I | PRESIDENT, DIRECTOR | E | Control |
| SHINE, JUDITH, ANN | I | PRESIDENT, DIRECTOR | E | Control |
| WESTERN ALLIANCE BANCORPORATION | DE | PARENT COMPANY | E | Control |
| WESTERN ALLIANCE BANCORPORATION | DE | PARENT COMPANY | E | Control |
| WESTERN ALLIANCE BANCORPORATION | DE | PARENT COMPANY | E | Control |
| WESTERN ALLIANCE BANCORPORATION | DE | PARENT COMPANY | E | Control |
| SHINE, JUDITH, ANN | I | PRESIDENT, DIRECTOR | D | Control |
| SHINE, JUDITH, ANN | I | CEO, PRINCIPAL | D | Control |
| SHINE, JUDITH, ANN | I | CEO, PRINCIPAL | D | Control |
| SHINE, JUDITH, ANN | I | CEO, PRINCIPAL | D | Control |
| SALVATORE, KAREN, K. | I | PRINCIPAL | C | Control |
| SALVATORE, KAREN, K. | I | PRESIDENT, PRINCIPAL | C | Control |
| SALVATORE, KAREN, K. | I | PRESIDENT, PRINCIPAL | C | Control |
| SALVATORE, KAREN, K. | I | PRESIDENT, PRINCIPAL | C | Control |
| SALVATORE, KAREN, K. | I | PRINCIPAL | B | Control |
| SALVATORE, KAREN, K. | I | PRINCIPAL | B | Control |
| SALVATORE, KAREN, K. | I | PRINCIPAL | B | Control |
| SALVATORE, KAREN, K. | I | PRINCIPAL | B | Control |
| SALVATORE, KAREN, K. | I | PRINCIPAL | B | Control |
| SALVATORE, KAREN, K. | I | PRINCIPAL | B | Control |
| SHINE, JUDITH, ANN | I | PRESIDENT, DIRECTOR | B | Control |
| SHINE, JUDITH, ANN | I | PRESIDENT, DIRECTOR | B | Control |
| SHINE, JUDITH, ANN | I | PRESIDENT, DIRECTOR | B | Control |
| SHINE, JUDITH, ANN | I | PRESIDENT, DIRECTOR | B | Control |
| SHINE, JUDITH, ANN | I | PRESIDENT, DIRECTOR | B | Control |
| SHINE, JUDITH, ANN | I | PRESIDENT, DIRECTOR | B | Control |
| SHINE, JUDITH, ANN | I | PRESIDENT, DIRECTOR | B | Control |
| CORNELL, BETH, FRANCES | I | CCO, PRINCIPAL | A | Control |
| CORNELL, BETH, FRANCES | I | CCO, PRINCIPAL | A | Control |
| CORNELL, BETH, FRANCES | I | CCO, PRINCIPAL | A | Control |
| JACOBSON, ELISABETH, LOEB | I | PRINCIPAL | A | |
| JACOBSON, ELISABETH, LOEB | I | PRINCIPAL | A | |
| JACOBSON, ELISABETH, LOEB | I | PRINCIPAL | A |
Registrations
Federal
IA
Jun 23, 2020 REGISTERED
Notice Filings (7)
CA CO FL LA NY TX WA
Address
9892 ROSEMONT AVE. SUITE #100LONE TREE, CO 80124-4101
United States
Phone: 303-740-8600