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Current Employers
Shepherd Financial Investment Advisory Llc

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2026-02-17
  • DE RA
    APPROVED
    Since 2026-02-17

Branch Locations

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

5807 Kennett Pike, Wilmington, DE 19807 • 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
Shepherd Financial Wilmington DE 09/2024 Present
Bcm Wealth Management Wilmington DE 02/2021 09/2024
Pcs Retirement Philadelphia PA 09/2020 02/2021
Coastal Carolina University Conway SC 08/2016 08/2020
  • 09/2024 → Present
    Shepherd Financial
    Wilmington, DE
  • 02/2021 → 09/2024
    Bcm Wealth Management
    Wilmington, DE
  • 09/2020 → 02/2021
    Pcs Retirement
    Philadelphia, PA
  • 08/2016 → 08/2020
    Coastal Carolina University
    Conway, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-26
  • S65 Uniform Investment Adviser Law Examination
    2025-09-26

View on SEC IAPD

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