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Shepherd Financial Partners, LLC CRD 169093
$1.38B regulatory AUM 7 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1004 Main Street, Winchester, MA 01890 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-17 |
| MA | RA | APPROVED | 2018-03-26 |
Branch Locations
1 disclosure category 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 | 02/2017 | Present |
| Shepherd Financial Partners | Winchester | MA | 03/2016 | Present |
1) 02/03/2017 - Shepherd Financial Partners - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 3/15/2016 - 80 hr/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-06 |
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