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Joshua Casey Garland

Shepherd Wealth Management

Cincinnati, OH

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Current Employers
Shepherd Wealth Management

3181 Linwood Ave. Suite 20, Cincinnati, OH 45208 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-29
PA RA APPROVED 2022-11-28
OH RA APPROVED 2021-06-22
KY RA APPROVED 2021-06-04
  • TX RA
    APPROVED
    Since 2026-01-29
  • PA RA
    APPROVED
    Since 2022-11-28
  • OH RA
    APPROVED
    Since 2021-06-22
  • KY RA
    APPROVED
    Since 2021-06-04

Branch Locations

3181 Linwood Ave. Suite 20, Cincinnati, OH 45208 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kasasa Austin TX 12/2019 07/2021
Td Ameritrade Cincinnati OH 09/2014 12/2019
Shepherd Wealth Management Florence KY 01/2021 Present
Jn Garland Properties Llc Florence KY 08/2020 Present
  • 12/2019 → 07/2021
    Kasasa
    Austin, TX
  • 09/2014 → 12/2019
    Td Ameritrade
    Cincinnati, OH
  • 01/2021 → Present
    Florence, KY
  • 08/2020 → Present
    Jn Garland Properties Llc
    Florence, KY
Previous Registrations
  • 2015-10-13 → 2019-12-26
    Td Ameritrade, Inc.
    Cincinnati, OH
    Louisville, KY
  • 2015-10-13 → 2019-12-26
    Td Ameritrade Investment Management, Llc
    Cincinnati, OH
    Louisville, KY
  • 2014-09-22 → 2015-07-20
    Td Ameritrade, Inc.
    Cincinnati, OH
  • 2014-09-22 → 2015-07-20
    Td Ameritrade Investment Management, Llc
    Cincinnati, OH
  • 2012-03-05 → 2014-09-17
    Covington, KY
Other Businesses

As of August, 2020, Joshua Garland is the Sole Owner of JN Garland Properties LLC which owns and manages rental property that provides clean/affordable housing for families. JN Garland Properties is located at 2737 Parkerridge Dr. Independence KY 41051 and is real estate investment related and he devotes approximately 1 hour per month to this activity of which 0 hours are during securities trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-02
S63 Uniform Securities Agent State Law Examination 2011-09-09
  • S66 Uniform Combined State Law Examination
    2012-03-02
  • S63 Uniform Securities Agent State Law Examination
    2011-09-09
Designations
Other Names
  • Casey Garland

View on SEC IAPD

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