DANIEL EDWARD SHEPARD is an investment adviser representative (IAR) with state registration records since 2015, appearing at 2 firms. Currently registered with SHEPARD WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SHEPARD WEALTH MANAGEMENT, LLC | 2016-09-21 | present | Yes |
| CAPITAL INVESTMENT MANAGEMENT, INC | 2015-10-14 | 2016-08-09 | — |