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

OAK ROAD WEALTH MANAGEMENT

Current firm class

state registeredderived

Book size

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

Industry start

May 1, 2003earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

9derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

3

Exams

S66|S65

First exam

May 1, 2003

First registration

Oct 14, 2015

Dual registered

no

Other names

DANIEL SHEPARD|DANIEL EDWARD SHEPARD|DAN SHEPARD|DANIEL E SHEPARD

IAPD individual key

4593347

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a709f4a2-2519-572f-ce05-0f35eac735c8

First observed

Oct 14, 2015

Last observed

Sep 14, 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.