Nicholas Edward Wylam

Current Employers

Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2016-08-22

IN RA
APPROVED

Since 2016-08-22

Branch Locations

Canton, GA • United States

111 Congressional Blvd. Suite 100, Carmel, IN 46032 • 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

Organization	City	State	From	To
Lincoln Investment Planning Llc	Wyncote	PA	11/2015	Present
Shepherd Financial	Carmel	IN	10/2015	Present

11/2015 → Present

Lincoln Investment Planning Llc

Wyncote, PA
10/2015 → Present

Shepherd Financial

Carmel, IN

Other Businesses

SHEPHERD FINANCIAL, LLC POSITION: Director - Innovation & Client Experience NATURE: Retirement Plan Consulting & Individual Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 10/20/2015 ADDRESS: 111 Congressional Blvd, Suite 100, Carmel IN 46032, United States DESCRIPTION: Responsible for client service to retirement plan clients.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-08-15

S66 Uniform Combined State Law Examination

2016-08-15