Bradley Matthew Shepherd

Current Employers

Employment History

• 11/2004 → Present
  Founders Finanacial Securities Llc
  Timonium, MD

Previous Registrations

• 1997-09-02 → 2007-04-18
  Transamerica Financial Advisors, Llc
  Towson, MD

Other Businesses

1) BROOKS FINANCIAL GROUP ; INVESTMENT RELATED; 1020 CROMWELL BRIDGE RD, TOWSON, MD; START DATE: 02/1997; FINANCIAL CONSULTANT & INSURANCE AGENT THROUGH FFS & FFIN; 160 HRS PER MONTH; 160 HRS DURING TRADING; INSURANCE SALES AND FINANCIAL PLANNING 2) BUILDING FOR GOD COMMUNITY FOUNDATION; NON-INVESTMENT RELATED;1020 CROMWELL BRIDGE RD, TOWSON, MD; START DATE:7/2017; BOARD POSITION; 20 HRS PER MONTH; 0 HRS DURING TRADING; 501c3 CHARITABLE ORGANIZATION, SEAT ON BOARD OF GOVERNORS TO HELP ORGANIZE EVENTS 3) SERVUS WEALTH LLC,; NON-INVESTMENT RELATED; 13507 MANOR RD, BALDWIN MD 21013; START DATE: 09/1/22; OWNER; 0 HRS PER MONTH; 0 HRS DURING TRADING; HOLIDNG COMPANY FOR FOUNDERS FINANCIAL LLC OWNERSHIP; PURCHASING A PERCENTAGE OF FOUNDER FINANCIAL INC AND THAT WILL BE DONE THROUGH THIS LLC 4) FOUNDERS FINANCIAL, LLC.; INVESTMENT RELATED;1020 CROMWELL BRIDGE ROAD TOWSON, MD 21286; START DATE: 1/1/2023; CEO: HOLDING COMPANY FOR MICHAEL BROOKS ENTERPRISES; OVERSEE OVERALL SUCCESS OF ORGANIZATION AND LEADING THE DEVELOPMENT AND EXECUTION OF LONG-TERM STRATEGIES 5) INTINERIS BALTIMORE; NON-INVESTMENT RELATED; BALTIMORE, MD; START DATE: 7/2026; FINANCE COMMITTEE MEMBER; 1 HOUR PER MONTH, 0 HOURS DURING TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-30
• S63 Uniform Securities Agent State Law Examination
  1993-02-23

Designations