This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC

Current firm class

institutional managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 21, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Aug 21, 2002

First registration

Apr 26, 2004

Dual registered

no

Other names

Dennis R. Stancoven|DENNIS RUDY STANCOVEN

IAPD individual key

4554401

• Occurred

  Oct 21, 2025
  Advisor changed firm

  Dennis R Stancoven left Bcm Wealth Management for Shepherd Financial Investment Advisory Llc (registered 2024-09-24)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:754d7001-6826-fe32-b689-46cedd181d5f

First observed

Apr 26, 2004

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.