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Lake Stevens, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2018-05-07 |
Branch Locations
Lake Stevens, WA • United States
Chicago, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities | Bothell | WA | 10/2012 | 04/2018 |
| Sound Financial, Llc. | Snohomish | WA | 06/2017 | Present |
| Park Avenue Securities | Mill Creek | WA | 04/2013 | 04/2018 |
| Sound Financial, Llc. | Snohomish | WA | 04/2018 | Present |
| Lantern Tree Media Development Group, Llc | Fairview | TX | 10/2021 | Present |
1. Author Published Cape Not Required in 2017. Available for sale on Amazon. Start: 03/03/2016 Hrs per month - Tot/Bus: 10/2 Not investment related 2. Sound Financial Group Officer - coordinating staff, leading underwriting processes Start: 09/01/2012 Address: PO Box 1012 Snohomish, WA 98291 40 bus hrs per month Investment related 3. Authors; Your Business Your Wealth; Investment related: Yes; Location: 15408 Main St., Suite 107; Mill Creek, WA 98012; Description of the business: Paul & Cory are publishing a book entitled "Your Business Your Wealth", they will be selling copies of the book on Amazon, as well as conducting speaking engagements related to the book.; Started: 2019-12-01; During outside trading hours: 1 - Expected total yearly compensation derived from the business: 1 4. Cory Shepherd is the Managing Member of Lantern Tree Media Development Group, LLC. It is Located in 1000 PECAN DR FAIRVIEW, TX. It is Investment related. Lantern Tree Media Development Group, LLC is focused on media property development. This company will acquire media properties, whether that be books, original stories, or screenplays, with the intent to create a packaged project that can enter into production. Cory Shepherd's role includes assessing and approving projects. Cory Shepherd shares beneficial ownership of Lantern Tree Media Development Group, LLC with two advisory clients of SFG. SFG will not give Cory Sheperd or the additional owners any preferential treatment over other SFG clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-23 |
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