Samuel S Shepherd

Current Employers

Shepherd Financial Partners, Llc

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

TX RA
APPROVED

Since 2023-01-17
MA RA
APPROVED

Since 2018-03-26

Branch Locations

1004 Main Street, Winchester, MA 01890 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial, Llc	Winchester	MA	02/2017	Present
Shepherd Financial Partners	Winchester	MA	03/2016	Present

02/2017 → Present

Lpl Financial, Llc

Winchester, MA
03/2016 → Present

Shepherd Financial Partners

Winchester, MA

Other Businesses

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

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-06-06

S66 Uniform Combined State Law Examination

2017-06-06

Designations

View on SEC IAPD

Current Employers

Shepherd Financial Partners, Llc

Disclosures

Employment History

Other Businesses

Exams

Designations

Other Firms

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