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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-04-08 |
Branch Locations
5 Northwest Minnesota Avenue Suite 220, Bend, OR 97703 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sheppard Wealth Management, Llc | Bend | OR | 06/2014 | 09/2022 |
| Hightower | Chicago | IL | 09/2022 | 01/2025 |
| Mercer Global Advisors Inc. | Bend | OR | 01/2025 | Present |
1. Sheppard Wealth Capital Management - VC Clean Energy Fund; Investment-related; 1014 Northwest Columbia Street, Bend, OR 97703; Private equity financing; Fund Manager; 07/01/2022; 1-2 hrs. per month; 1-2 hrs. during trading hours; Sourcing deals, performing due diligence, managing portfolio companies, and ensuring compliance with regulations. 2. SeeOnMe; Not investment-related; 1014 Northwest Columbia Street, Bend, OR 97703; AI fashion technology platform; Strategic Advisor; 06/01/2024; 1-3 hrs. per month; 0 hrs. during trading hours; Advise on topics including budget, business strategy, and target market.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-05-17 |
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