Brent Edwin Shepherd

Current Employers

Employment History

• 08/2008 → 02/2019
  1St Global Capital Corp
  Houston, TX
• 08/2008 → 02/2019
  1St Global Advisors, Inc.
  Houston, TX
• 02/2019 → Present
  Lpl Financial Llc
  Houston, TX
• 08/2008 → 02/2019
  1St Global Insurance Services
  Houston, TX
• 02/2019 → Present
  Wealthcare Advisory Partners Llc (Dba: Beacon Wealth Management)
  Houston, TX

Previous Registrations

• 2008-08-14 → 2019-02-08
  1St Global Advisors Inc
  Houston, TX
  Houston, TX
• 2009-01-15 → 2011-11-09
  Beacon Wealth Management, Llc
  Houston, TX
  Houston, TX
• 2007-06-29 → 2008-08-15
  American General Securities Incorporated
  Houston, TX
  Houston, TX
  Houston, TX

Other Businesses

1.02/06/2019; Shepherd Financial Services; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date 04/01/1999; hrs/mth; 0hrs during trading 2.02/06/2019; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Beacon Wealth Management; Investment Related; at Reported Business Location(s); Start Date 09/01/2008; 160hrs/mth; 8hrs during trading 3.02/06/2019; ; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 02/01/2019; hrs/mth; hrs during trading 4.02/13/2019; (Hybrid) Wealthcare Advisory Partners / Wealthcare Advisory Partners; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 02/07/2019; 160hrs/mth; 8hrs during trading; I provide investment advisory services through Wealthcare Advisory Partners , an independent investment advisor firm. I started this business activity in 02/07/2019. I expect to spend approximately [160 hours per month] on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5.03/01/2019; (Hybrid) Beacon Wealth Management; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 02/06/2019; 160hrs/mth; 8hrs during trading; I provide investment advisory services through Wealthcare Advisory Partners LLC, an independent investment advisor firm. I started this business activity in 02/06/2019. I expect to spend approximately [160 hours per month] on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6.07/27/2026; Brent Shepherd; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 08/01/2026; 0hrs/mth; 0hrs during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-08-25

Designations