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Inactive

Seth Caleb Shepherd

Pillar Wealth LLC

Franklin, IN

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Current Employers
Pillar Wealth Llc

197 E. Jefferson St. Suite 2, Franklin, IN 46131 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-04-02
  • IN RA
    APPROVED
    Since 2024-04-02

Branch Locations

197 E. Jefferson St. Suite 2, Franklin, IN 46131 • 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
Charles Schwab & Co., Inc. Indianapolis IN 05/2018 03/2024
Jpmorgan Chase & Co. Greenwood IN 06/2015 05/2018
Law Office Of Bryan Davenport Franklin IN 08/2015 05/2018
Charles Schwab Bank, Ssb Indianapolis IN 12/2019 03/2024
Pillar Wealth, Llc Franklin IN 04/2024 Present
  • 05/2018 → 03/2024
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 06/2015 → 05/2018
    Jpmorgan Chase & Co.
    Greenwood, IN
  • 08/2015 → 05/2018
    Law Office Of Bryan Davenport
    Franklin, IN
  • 12/2019 → 03/2024
    Charles Schwab Bank, Ssb
    Indianapolis, IN
  • 04/2024 → Present
    Pillar Wealth, Llc
    Franklin, IN
Previous Registrations
  • 2019-11-21 → 2024-04-01
    Charles Schwab & Co., Inc.
    Indianapolis, IN
    Indianapolis, IN
    Indianapolis, IN
    Indianapolis, IN
    Indianapolis, IN
    Indianapolis, IN
Other Businesses

Insurance Licensed Life and Health

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-21
S63 Uniform Securities Agent State Law Examination 2018-11-05
  • S66 Uniform Combined State Law Examination
    2019-11-21
  • S63 Uniform Securities Agent State Law Examination
    2018-11-05
Other Names
  • Seth C Shepherd

View on SEC IAPD

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Other Offices

EDWARD JONES · FRANKLIN, IN
LPL FINANCIAL LLC · FRANKLIN, IN
J.P. MORGAN SECURITIES LLC · FRANKLIN, IN
MWA FINANCIAL SERVICES INC. · Franklin, IN
EDWARD JONES · FRANKLIN, IN
EDWARD JONES · Franklin, IN
ROBERT W. BAIRD & CO. INCORPORATED · FRANKLIN, IN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Greenwood, IN

More in Franklin, IN

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