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Inactive

Taylor Reed Wedmore

Shepherd Financial Investment Advisory LLC

Carmel, IN

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Current Employers
Shepherd Financial Investment Advisory Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-02-25
  • IN RA
    APPROVED
    Since 2025-02-25

Branch Locations

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
OrganizationCityStateFromTo
Tilia Fiduciary Partners, Inc. Wilmington NC 06/2023 12/2024
Pender County Public Schools Hampstead NC 08/2021 06/2023
Harford County Public Schools Bel Air MD 08/2020 06/2021
Ben's Autoglass & Upholstery Parkville MD 04/2020 06/2020
American Eagle Outfitters Towson MD 06/2019 11/2019
Maryland Deli Provisions Baltimore MD 03/2019 05/2019
Baltimore County Public Schools Baltimore MD 01/2019 06/2020
Towson University Towson MD 01/2018 05/2020
Starbucks Towson MD 01/2018 09/2018
Starbucks Hershey PA 09/2017 12/2017
Camp Saginaw Oxford PA 06/2017 07/2017
Lebanon Valley College Annville PA 08/2016 12/2017
Shepherd Financial Carmel IN 01/2025 Present
Shepherd Financial Investment Advisory Llc Carmel IN 01/2025 Present
  • 06/2023 → 12/2024
    Tilia Fiduciary Partners, Inc.
    Wilmington, NC
  • 08/2021 → 06/2023
    Pender County Public Schools
    Hampstead, NC
  • 08/2020 → 06/2021
    Harford County Public Schools
    Bel Air, MD
  • 04/2020 → 06/2020
    Ben's Autoglass & Upholstery
    Parkville, MD
  • 06/2019 → 11/2019
    American Eagle Outfitters
    Towson, MD
  • 03/2019 → 05/2019
    Maryland Deli Provisions
    Baltimore, MD
  • 01/2019 → 06/2020
    Baltimore County Public Schools
    Baltimore, MD
  • 01/2018 → 05/2020
    Towson University
    Towson, MD
  • 01/2018 → 09/2018
    Starbucks
    Towson, MD
  • 09/2017 → 12/2017
    Starbucks
    Hershey, PA
  • 06/2017 → 07/2017
    Camp Saginaw
    Oxford, PA
  • 08/2016 → 12/2017
    Lebanon Valley College
    Annville, PA
  • 01/2025 → Present
    Shepherd Financial
    Carmel, IN
  • 01/2025 → Present
    Shepherd Financial Investment Advisory Llc
    Carmel, IN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-19
  • S65 Uniform Investment Adviser Law Examination
    2024-08-19
Other Names
  • Taylor Lynn Reed
  • Taylor L Reed

View on SEC IAPD

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Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

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