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Gregory Curtis Shepard

Chief Compliance OfficerS&a Financial Services, Inc.CRD 4126464

About Gregory Curtis Shepard

Gregory Curtis Shepard is listed as Chief Compliance Officer at S&a Financial Services, Inc. in Overland Park, KS. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% 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 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 Under 5%.

S&a Financial Services, Inc.

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2023