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David Bruce Shepard

Callahan Capital Management

Steamboat Springs, CO

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Current Employers
Callahan Capital Management

1169 Hilltop Pkwy 106A, Steamboat Springs, CO 80487-2523 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-01
TX RA APPROVED 2013-07-03
  • CO RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2013-07-03

Branch Locations

1169 Hilltop Pkwy 106A, Steamboat Springs, CO 80487-2523 • 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
Callahan Capital Steamboat Springs CO 10/1993 Present
  • 10/1993 → Present
    Callahan Capital
    Steamboat Springs, CO
Other Businesses

1. CALCAP, LLC; NOT INVESTMENT RELATED; STEAMBOAT SPRINGS, CO; OWNS CALLAHAN CAPITAL REAL ESTATE; OWNER; 0 HRS/MNTH DURING SECURITIES TRADING HOURS; LESS THAN 5 HOURS/MONTH OUTSIDE OF SECURITIES TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-12-03
  • S65 Uniform Investment Adviser Law Examination
    2012-12-03
Other Names
  • David Bruce Shepard

View on SEC IAPD

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Other Offices

WELLS FARGO CLEARING SERVICES, LLC · STEAMBOAT SPRINGS, CO
LPL FINANCIAL LLC · STEAMBOAT SPRINGS, CO
STATE FARM INVESTMENT MANAGEMENT CORP. · Steamboat Spr, CO
OBERMEYER WEALTH PARTNERS · Steamboat Springs, CO
EDWARD JONES · STEAMBOAT SPRINGS, CO
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LPL FINANCIAL LLC · STEAMBOAT SPRING, CO
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