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Conor C Shepard

Advisor Resource Council

Allen, TX

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Current Employers
Advisor Resource Council

15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-20
  • TX RA
    APPROVED
    Since 2024-02-20

Branch Locations

1373 N. Greenville Avenue, Allen, TX 75002 • 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
Penn State University State College PA 01/2014 08/2017
Total Quality Logistics Dallas TX 07/2018 08/2019
The Bakery / North Country Real Estate Angel Fire NM 10/2019 02/2021
Foundation Wealth Partners Southlake/Allen TX 03/2021 Present
Unemployed Colleyville TX 09/2017 02/2018
Chilosa Southlake TX 03/2018 06/2018
  • 01/2014 → 08/2017
    Penn State University
    State College, PA
  • 07/2018 → 08/2019
    Total Quality Logistics
    Dallas, TX
  • 10/2019 → 02/2021
    The Bakery / North Country Real Estate
    Angel Fire, NM
  • 03/2021 → Present
    Foundation Wealth Partners
    Southlake/Allen, TX
  • 09/2017 → 02/2018
    Unemployed
    Colleyville, TX
  • 03/2018 → 06/2018
    Chilosa
    Southlake, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-01
  • S65 Uniform Investment Adviser Law Examination
    2022-07-01

View on SEC IAPD

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Other Offices

CLEAR AND SIMPLE FINANCIAL GROUP LLC · Allen, TX
J.P. MORGAN SECURITIES LLC · ALLEN, TX
WELLS FARGO CLEARING SERVICES, LLC · ALLEN, TX
J.P. MORGAN SECURITIES LLC · ALLEN, TX
CETERA INVESTMENT ADVISERS LLC · Plano, TX
EDWARD JONES · LUCAS, TX
OSAIC WEALTH, INC. · ALLEN, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ALLEN, TX

More in Allen, TX

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