Paul Robert Bourgeois

Current Employers

Employment History

• 04/2008 → Present
  Lpl Financial, Llc
  Winchester, MA
• 08/2015 → Present
  Shepherd Financial Partners, Llc
  Winchester, MA

Other Businesses

(1) 03/16/2016: Shepherd Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (2) 05/26/2016: Diversified Brokerage Services and The Smith Companies / A Capitas Partner - Non-Variable Insurance - Investment Related - Winchester, MA 01876 - Start 05/31/2016 - 1 Hr/Mo; 1 Hour During Securities Trading - Life, Disability, LTC, Fixed Annuities (3) 08/26/2016: Shepherd Financial Partners, LLC - Registered Investment Advisor Hybrid - Investment Related - Winchester, MA 01890 - Start 08/25/2015 - 160 Hr/Mo; 7 Hours During Securities Trading - I provide investment advisory services through Shepherd Financial Partners, an independent investment advisor firm. I started this business activity in 9/9/15. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV 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). 03/12/2019 - Pittsburgh DI - Investment related - At reported business location(s) - Non-Variable Insurance - start date:12/07/2018 - 1 hr/mo - 0 hrs during trading. (5) 10/24/2023 - Notary - Other - Notary - Investment Related - At Reported Business Location(s) - Start Date 08/28/2018 - 0 Hours Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2005-07-12
• S63 Uniform Securities Agent State Law Examination
  1987-08-26

Designations