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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2017-09-12 |
Branch Locations
111 Congressional Blvd. Suite 100, Carmel, IN 46032 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Indianapolis | IN | 02/2012 | 07/2017 |
| Oneamerica Securities | Indianapolis | IN | 03/2012 | 07/2017 |
| Lincoln Investment Llc | Fort Washington | PA | 09/2017 | Present |
SHEPHERD FINANCIAL, LLC POSITION: Client Relationship Consultant NATURE: Retirement Plan Consulting & Individual Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 07/31/2017 ADDRESS: 111 Congressional Blvd., Suite 100, Carmel IN 46032, United States DESCRIPTION: Responsible for client service to retirement plan clients. SHEPHERD FINANCIAL, LLC - INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/31/2017 ADDRESS: 111 Congressional Boulevard, Suite 100, Carmel IN 46032, United States DESCRIPTION: Sales and service of insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-20 |
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