Samuel Sheppard

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-10-03

Branch Locations

540 W Madison St Ci Relationship Management, Chicago, IL 60661 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Equitable Advisors, Llc	New York	NY	06/2022	09/2023
Texas A&M University	College Station	TX	08/2018	05/2022
T Bar M Camps And Retreats	New Braunfels	TX	05/2021	08/2021
D&L Farm And Home	Sanger	TX	07/2019	07/2019
Pilot Point High School	Pilot Point	TX	08/2014	05/2018
Unemployed	Valley View	TX	06/2018	07/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Fort Worth	TX	09/2023	Present
Bank Of America N.A.	Fort Worth	TX	05/2026	Present

06/2022 → 09/2023

Equitable Advisors, Llc

New York, NY
08/2018 → 05/2022

Texas A&M University

College Station, TX
05/2021 → 08/2021

T Bar M Camps And Retreats

New Braunfels, TX
07/2019 → 07/2019

D&L Farm And Home

Sanger, TX
08/2014 → 05/2018

Pilot Point High School

Pilot Point, TX
06/2018 → 07/2018

Unemployed

Valley View, TX
09/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fort Worth, TX
05/2026 → Present

Bank Of America N.A.

Fort Worth, TX

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-05-24
S63	Uniform Securities Agent State Law Examination	2022-09-09

Other Firms