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RIA / WealthAdvisordual registered (broker-dealer)35 years in industry

ROBERT LEE SHEPPARD

Advisor at PRIMERICA ADVISORS

KNOXVILLE, TN

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Search this name across graphsid dfx:ria:810b49c8-266a-b85f-cbc2-465c757d064d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Feb 5, 2024 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PRIMERICA ADVISORS
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Aug 4, 2021
First registration: Feb 5, 2024
Dual registered: yes, broker-dealer
Other names: Robert Lee Sheppard|ROBERT LEE SHEPPARD|Robert Lee Sheppard|ROBERT LEE SHEPPARD|ROBERT L SHEPPARD|Robert Lee Sheppard|Robert Sheppard
IAPD individual key: 5552411

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PRIMERICA ADVISORS	National bd RIA	May 15, 2026	n/a	yes	KNOXVILLE, TN	Current employment
TLG ADVISORS, INC.	Bd affiliated wealth	Jan 15, 2025	Mar 24, 2026	no	SUMMIT, NJ\|Cookeville, TN	Previous registration
PRIMERICA ADVISORS	National bd RIA	Jun 25, 2024	Jan 2, 2025	no	KNOXVILLE, TN	Previous registration
AMERITAS ADVISORY SERVICES, LLC	Bd affiliated wealth	Feb 5, 2024	May 15, 2024	no	Cookeville, TN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TLG ADVISORS, INC.	PRIMERICA ADVISORS	Mar 24, 2026	May 15, 2026	52	Firm change	Ibd to ibd
PRIMERICA ADVISORS	TLG ADVISORS, INC.	Jan 2, 2025	Jan 15, 2025	13	Firm change	Ibd to ibd
AMERITAS ADVISORY SERVICES, LLC	PRIMERICA ADVISORS	May 15, 2024	Jun 25, 2024	41	Firm change	Ibd to ibd

Relationships

Registered with (3)

→ PRIMERICA ADVISORSRegistered adviserregistration: previous registration
Jun 25, 2024 to Jan 2, 2025factForm ADV
→ TLG ADVISORS, INC.Registered adviserregistration: previous registration
Jan 15, 2025 to Mar 24, 2026factForm ADV
→ AMERITAS ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Feb 5, 2024 to May 15, 2024factForm ADV

Dated events

Occurred
Mar 24, 2026
Advisor changed firm
Robert Lee Sheppard left Tlg Advisors, Inc. for Primerica Advisors (registered 2026-05-15)
Form ADVobserved 4 days ago
Occurred
Jan 2, 2025
Advisor changed firm
Robert Lee Sheppard left Primerica Advisors for Tlg Advisors, Inc. (registered 2025-01-15)
Form ADVobserved 4 days ago
Occurred
May 15, 2024
Advisor changed firm
Robert Lee Sheppard left Ameritas Advisory Services, Llc for Primerica Advisors (registered 2024-06-25)
Form ADVobserved 4 days ago