SHEPHERD ADVISORY SERVICES INC
CRD #110032 SEC #801-56708 GOODLETTSVILLE, TN 615-239-2004
SEC Registered
Total AUM
--
Discretionary
--
Employees
5
Clients
--
Accounts
--
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 24, 2001
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HUNTLEY, JASON, DANIEL | I | VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| SHEPHERD FINANCIAL SERVICES, INC. (INTERMEDIARY) | DE | PARENT COMPANY | E | |
| BOGGS, GREGORY, LYNN | I | HOLDER OF PARENT PREFERRED STOCK | B | Control |
| BOLT, STEPHEN, RICHARD | I | PRESIDENT-SHEPHERD FINANCIAL SERVICES, INC. | B | Control |
| NEW EARTH FOUNDATION | DE | HOLDER OF PARENT COMMON STOCK | B | |
| RODGERS BUSINESS INTERESTS | DE | HOLDER OF PARENT PREFERRED STOCK | B | |
| THE RODGERS FOUNDATION | DE | HOLDER OF PARENT PREFERRED STOCK | B | |
| THURMAN, GREGORY, ALAN | I | HOLDER OF PARENT PREFERRED STOCK | B | |
| BOLT, MARK, THOMAS | I | STOCKHOLDER OF SHEPHERD FINANCIAL SERVICES, INC. | A | Control |
| DAVIS, ADELAIDE, S. | I | HOLDER OF PARENT PREFERRED STOCK | A | |
| EZELL, JR., F., MILES | I | HOLDER OF PARENT PREFERRED STOCK | A | |
| FARMER, RONALD, E. | I | HOLDER OF PARENT PREFERRED STOCK | A |
Registrations
Federal
IA
May 24, 2001 REGISTERED
Notice Filings (1)
TN
Address
1000 NORTHCHASE DR STE 220GOODLETTSVILLE, TN 37072
USA
Phone: 615-239-2004