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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-05-28 |
| TX | RA | APPROVED_RES | 2026-05-28 |
Branch Locations
Basking Ridge, NJ • United States
1200 Morris Turnpike Suite 3005, Short Hills, NJ 07078 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Warren | NJ | 05/2009 | 08/2020 |
| Concurrent Investment Advisors, Llc | West Berlin | NJ | 05/2026 | Present |
| Shephard Capital Management | Basking Ridge | NJ | 05/2026 | Present |
| Lpl Financial, Llc | Basking Ridge | NJ | 08/2020 | 04/2026 |
Shephard Capital Management; Investment Related: Yes; 1 Parkwood Lane, Baskin Ridge NJ 07920; Support Company/DBA; Owner; Managing Partner; 04/2026; 160 hrs/mo; 140 trading hrs/mo; Support company/DBA under which name advisory services and general business administration will be conducted.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-13 |
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