John Eugene Ashcroft

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

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2023-02-10
OH	RA	APPROVED	2023-02-09
PA	RA	APPROVED	2022-12-23

Branch Locations

27-31 E. Main St. 3Rd Floor, Lititz, PA 17543 • United States

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

Organization	City	State	From	To
The Burney Company	Fort Mill	SC	11/2012	08/2018
Girard Advisory Services, Llc F/K/A Girard Partners	King Of Prussia	PA	08/2018	12/2022
Shepherd Wealth Management	Florence	KY	12/2022	Present

11/2012 → 08/2018

The Burney Company

Fort Mill, SC
08/2018 → 12/2022

Girard Advisory Services, Llc F/K/A Girard Partners

King Of Prussia, PA
12/2022 → Present

Shepherd Wealth Management

Florence, KY

2018-08-17 → 2023-01-04

Girard Advisory Services, Llc

Charlotte, NC

Alexandria, VA

Landisville, PA

Alexandria, VA
2012-11-14 → 2018-08-28

The Burney Company

Fort Mill, SC
2008-06-05 → 2012-11-26

Td Ameritrade, Inc.

Charlotte, NC
2008-06-05 → 2012-11-26

Td Ameritrade Investment Management, Llc

Charlotte, NC
2006-11-28 → 2008-04-21

Rkl Private Wealth

Lancaster, PA
2006-04-04 → 2007-01-05

Avantax Advisory Services

Lititz, PA
2005-09-14 → 2006-03-01

Morgan Stanley Dw Inc.

Lancaster, PA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-09-09

Other Firms