Gregory Curtis Shepard
President / Chief Compliance OfficerS&a Financial Services, Inc.CRD 4126464
About Gregory Curtis Shepard
Gregory Curtis Shepard is listed as President / Chief Compliance Officer at S&a Financial Services, Inc. in Overland Park, KS. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of S&a Financial Services, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Gregory Curtis Shepard work?
Gregory Curtis Shepard is listed as President / Chief Compliance Officer at S&a Financial Services, Inc. on SEC Form ADV.
How much of S&a Financial Services, Inc. does Gregory Curtis Shepard own?
Form ADV reports a beneficial ownership band of Over 75%.
S&a Financial Services, Inc.
| Title | President / Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2023 |