Gary Keith Shepherd

Current Employers

Employment History

• 08/2001 → 01/2025
  Lincoln Financial Advisors Corp
  Virginia Beach, VA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Virginia Beach, VA

Previous Registrations

• 2001-08-20 → 2025-01-24
  Osaic Fa, Inc.
  Virginia Beach, VA
  Virginia Beach, VA

Other Businesses

1) SHEPHERD FINANCIAL GROUP ONE COLUMBUS CENTER, ONE COLUMBUS CENTER, SUITE 800 VIRGINIA BEACH, VA 23462 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: INSURANCE AGENT DUTIES: OFFERS TRADITIONAL LIFE INSURANCE, FIXED ANNUITIES, AND LONG-TERM CARE INSURANCE START DATE: 1/1/06 HOURS PER MONTH: 15 HOURS PER MONTH DURING TRADING HOURS: 15 2) INLET FINANCIAL GROUP, LLC POSITION: employee NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 01/01/2026 ADDRESS: One Columbus Center, 283 Consitiution Drive Suite 800, Virginia Beach VA 23462, United States DESCRIPTION: I am the marketing director for Shepherd Financial Group, which is a dba for Inlet Financial Group, LLC. At a recent field office audit, I was told that I needed to submit an OBA for my activity as an employee since I have transitioned my business to my partners and am now compensated as an employee under their entity name, Inlet Financial Group, LLC. Inlet Financial Group, LLC is owned by Ryan Martin and Nicholas Parr, both producers for OsaicFa, and previously my employees prior to their purchase of my business.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-07-22
• S65 Uniform Investment Adviser Law Examination
  1994-07-01

Designations