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Investment adviser representative · Novak & Powell Financial Services, Inc.

Belinda J. Sheffield

CRD 1030646 · St. Petersburg, FL

At a glance

Belinda J. Sheffield is an investment adviser representative with Novak & Powell Financial Services, Inc. in St. Petersburg, FL, according to the SEC’s Investment Adviser Public Disclosure records.

Current advisory firms

  • Novak & Powell Financial Services, Inc.Since September 2026St. Petersburg, FL · $359M in regulatory assets
  • Asset Advisory Group, Inc.Since January 2026St. Petersburg, FL · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2026
Designations
None on file
Exams
Series 63
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Belinda’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

More at Novak & Powell Financial Services, Inc.

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