Kristen Deanne Shepherd

Current Employers

Employment History

• 02/2015 → 02/2019
  1St Global Capital Corp
  Houston, TX
• 02/2015 → 02/2019
  1St Global Advisors, Inc
  Houston, TX
• 10/2014 → 02/2019
  Beacon Wealth Management, Llc
  Houston, TX
• 02/2019 → Present
  Lpl Financial, Llc
  Houston, TX
• 02/2019 → Present
  Wealthcare Advisory Partners, Llc
  Houston, TX

Previous Registrations

• 2015-05-01 → 2019-02-08
  1St Global Advisors Inc
  Houston, TX

Other Businesses

1. 2/6/2019 - Beacon Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/14/2015 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 2/13/2019 - Wealthcare Advisory Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin. - Started 02/07/2019 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to 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. 3. 2/28/2019 - Wealthcare Advisory Partners LLC - DBA: (Hybrid) Beacon Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Admin. - Start Date: 09/01/2008 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to Wealthcare Advisory Partners, an independent investment advisor firm. I started this business activity in 09/01/2008. 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. 4. 10/16/2025 - KDS Insights, LLC - Business Entity For Tax/Investment Purposes Only -Home Based - Not Inv rel - Start date: 08/6/2025 - 20Hours Per Month/20 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2015-05-01

Other Names

• Kristen Deanne Green
• Kristen Deanne Shepherd