DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Robert Lee Sheppard

Primerica Advisorsnational BDKnoxville, Tndual registrantIAPD 5552411

Feed of 09/14/2026

Also filed as Robert Lee Sheppard

At current firm

0 y

since May 15, 2026

In the industry

35 y

since Sep 1, 1991 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Primerica Advisors national BD current
since May 15, 2026 · Knoxville, Tn
Tlg Advisors, Inc. BD affiliated
Jan 15, 2025 to Mar 24, 2026 · Summit, Nj
Primerica Advisors national BD
Jun 25, 2024 to Jan 2, 2025 · Knoxville, Tn
Ameritas Advisory Services, LLC BD affiliated
Feb 5, 2024 to May 15, 2024 · Cookeville, Tn

Moves

a registration end followed by a registration begin elsewhere

Tlg Advisors, Inc. to Primerica Advisors
left Mar 24, 2026, registered May 15, 2026 (52 days) · Affiliated broker-dealer or bank to another
Primerica Advisors to Tlg Advisors, Inc.
left Jan 2, 2025, registered Jan 15, 2025 (13 days) · Affiliated broker-dealer or bank to another
Ameritas Advisory Services, LLC to Primerica Advisors
left May 15, 2024, registered Jun 25, 2024 (41 days) · Affiliated broker-dealer or bank to another

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: National broker-dealer RIAderived
Years in industry: 35derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address