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1004 Main Street, Winchester, MA 01890 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2015-09-23 |
| TX | RA | APPROVED_RES | 2015-08-28 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2006-01-12 |
| TX | RA | APPROVED_RES | 1995-04-07 |
Branch Locations
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Winchester | MA | 10/1991 | Present |
| Shepherd Financial Partners, Llc | Winchester | MA | 07/2015 | Present |
1. 01/27/2009: Shepwell Realty, LLC - Investment Related - 1004 Main St., Winchester, MA 01890 - Real Estate Rental - Time Spent 1% - 1 Rental property with wife as co-owner - office building. 2. 09/03/2013: Shepherd Financial Partners - Not Investment Related - At Reported Business Location(s) - Other-Notary - Time Spent 1% - Notary Public. 3. 09/16/2013: Shepherd Financial Partners - At Reported Business Location(s) - Non-Variable Insurance DBA - Time Spent 100% - Principal: Life, Health, Disability, Long-Term Care, Fixed Annuities. 4. 04/28/2015: Bull Finch Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/24/1991 - 1 Hours Per Month/0 Hours During Securities Trading - SELLING LONG TERM CARE, GROUP HEALTH, DISABILITY, UNIVERSAL, WHOLE AND TERM LIFE INSURANCE. 5. 08/26/2016: Shepherd Financial Partners, LLC - Investment Related - 1004 Main St. Winchester, MA 01890 - Registered Investment Advisor Hybrid - Start 08/25/2015 - 160 Hr/Mo; 7 Hours During Securities Trading - I provide investment advisory services through Shepherd Financial Partners, an independent investment advisor firm. I started this business activity in 9/8/15. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 06/07/2022 - Shepherd Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - principal - Start Date - 9/16/2013 - Time Spent 100%. 7. 05/14/2024 - J. Tropeano Construction, Inc. - Non-Inv Related - Andover, MA - For-Profit Board Member - Started: 3/1/2024 - 2 Hrs/Mo; 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-13 |
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