Steve Lee Kuhlman

Current Employers

Employment History

• 06/2016 → Present
  Lpl Financial, Llc
  Winchester, MA
• 08/2016 → Present
  Shepherd Financial Partners, Llc
  Winchester, MA

Other Businesses

(1) 08/26/2016: Shepherd Financial Partners - Registered Investment Advisor Hybrid - DBA: (Hybrid) Shepherd Financial Partners - Investment Related - Start 12/01/2015 - 160 Hr/Mo; 6 Hours During Securities Trading; 100% Time Spent - I provide investment advisory services through Shepherd Financial Partners, an independent investment advisor firm. I started this business activity in 5/17/16. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (2) 6/15/2017: Shepherd Financial Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 11/09/2015 - 160 Hours Per Month During Securities Trading - Time Spent 100% - I provide investment advisory services through Shepherd Financial Partners, LLC, an independent investment advisor firm. I started this business activity in June 2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (3) 1/28/2021 - C&C LLC - Investment Related - Warren Vermont 05674 - Real Estate Rental - Started 11/10/2020 - 1 Hour Per Month/0 Hours During Securities Trading (4) 01/04/2024 - Other - Notary Public - Notary Public - Investment Related - At Reported Business Location(s) - Start Date 12/30/2021 - 1 Hour Per Month/ During Trading (5) 03/15/2024 - Lead Surge LLC - For-Profit Board Member - Advisor - Not Investment Related - 45 Shawmut Road, Canton, MA 02021 - Start Date 02/01/2024 - 1 Hour Per Month/ 0 Hours During Trading (6) 06/11/2024 - Real Estate Rental - Investment Related - Sanibel, FL - Start Date 01/04/2024 - 1 Hour Per Month/ 0 Hours During Trading (7) NAME OF OBA: SHEPHERD FINANCIAL PARTNERS; ADDRESS OF OBA: WINCHESTER, MA 01890; NATURE: SELLING FIXED LIFE INSURANCE; INVESTMENT-RELATED: NO; DUTIES: SELLING FIXED LIFE INSURANCE; START DATE: JULY 2019; APPROX. NUMBER OF HOURS/MONTH: 1-2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1-2

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-07-25
• S65 Uniform Investment Adviser Law Examination
  2015-11-10

Other Names

• Steven Lee Kuhlman