Alex John Sheppard

Current Employers

Employment History

• 04/2009 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 06/2009 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2005-05-06 → 2009-05-05
  The H Group, Inc.
  Salem, OR

Other Businesses

1) FINANCIAL RESERVE INC, 12725 SW 66TH AVE #102, PORTLAND, OR, 07/2009. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL-5/WK-2/TRADING. 2)FINANCIAL RESERVE, INC. (NON-INVESTMENT RELATED), 12725 SW 66TH AVE, SUITE 102, PORTLAND, OR 97223; ADVISOR; START DATE: 7/1/09; 15 HRS/WK, 5 HRS DURING SECURITIES TRADING HRS; PROVIDE ADVICE AND COUNSELING IN THE AREAS OF CAREER, NETWORKING, PERSONAL BUDGETING, CONSUMER, CREDIT AND GOAL MANGEMENT, HEALTH AND TIME MANAGEMENT. 3)KRUSE WAY ROTARY, 15555 SW BANGY RD, LAKE OSWEGO, OR 97035. BEGAN 7/1/11 AS PRESIDENT OF NON-PROFIT. MANAGE CLUB AND BOARD. NIR-3/MO-2/TRADING. 4)SHEP EAST, LLC , 2949 NW CHIANTI LN, BEND, OR; BEGAN 10/15/2014 AS MANAGER ; NOT INVESTMENT RELATED ; DEVOTES 1 HR/MO ; NONE DURING TRADING. 5) FINANCIAL RESERVE INC, 12725 SW 66TH AVE #102, PORTLAND, OR, 01/2016. SHAREHOLDER. INV REL-5/WK-3/TRADING. 6) ALEX SHEPPARD, 7723 SW 2ND AVE, PORTLAND, OR, ADVISOR- TESTIFY IN DIVORCE CASE, NIR, 2/YR- 2/TRADING 7) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 07/01/2009 8) AP TAX - OBA, 12725 SW 66th Ave., Suite 102, Portland OR 97223, United States, 10/2025, Owner, Referrals, NIR, 1 HR/MO, 1 HR/MO TRADING

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-05-29
• S66 Uniform Combined State Law Examination
  2004-07-19

Designations