SHEPARD ZACHARY DAVID appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. SHEPARD ZACHARY DAVID appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | EFFICIENT ADVISORS, LLC | CHIEF REVENUE OFFICER | PHILADELPHIA, PA |
| — | Form ADV | MATSON MONEY, INC. | VICE PRESIDENT | MASON, OH |