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Alexandra M Shepis

Francis Financial

New York, NY

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Current Employers
Francis Financial

39 Broadway Suite 1730, New York, NY 10006 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-04-08
TX RA APPROVED 2026-04-08
NY RA APPROVED 2021-07-23
  • CT RA
    APPROVED
    Since 2026-04-08
  • TX RA
    APPROVED
    Since 2026-04-08
  • NY RA
    APPROVED
    Since 2021-07-23

Branch Locations

39 Broadway Suite 1730, New York, NY 10006 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Francis Financial, Inc. New York NY 03/2018 03/2023
Unemployed Yorktown Heights NY 09/2017 02/2018
Fordham University New York NY 08/2016 08/2017
Francis Financial, Inc. New York NY 03/2023 Present
  • 03/2018 → 03/2023
    Francis Financial, Inc.
    New York, NY
  • 09/2017 → 02/2018
    Unemployed
    Yorktown Heights, NY
  • 08/2016 → 08/2017
    Fordham University
    New York, NY
  • 03/2023 → Present
    Francis Financial, Inc.
    New York, NY
Designations

View on SEC IAPD

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