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111 Congressional Blvd., Suite 100, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-08-01 |
Branch Locations
111 Congressional Blvd., Suite 100, Carmel, IN 46032 • United States
891 South James Road, Columbus, OH 43227 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-01-13 |
Branch Locations
111 Congressional Blvd. Suite 100, Carmel, IN 46032 • United States
891 S. James Road, Columbus, OH 43227 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-01-13 |
Branch Locations
891 S. James Road, Columbus, OH 43227 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Feuer Insurance Group | Columbus | OH | 06/1990 | 12/2022 |
| Wrp Investments, Inc. | Youngstown | OH | 02/1995 | 12/2022 |
| Sterne Agee Financial Services, Inc. | Gahanna | OH | 09/2014 | 12/2022 |
| Sterne Agee Investment Advisor Services, Inc. | Birmingham | AL | 01/2015 | 12/2022 |
| Lincoln Investment | Fort Washington | PA | 01/2023 | Present |
| Capital Analysts | Fort Washington | PA | 01/2023 | Present |
BRIAN FEUER - RENTAL POSITION: Owner NATURE: Real Estate - Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2020 ADDRESS: 1620 E. Broad Street, 903, Columbus OH 43203, United States DESCRIPTION: Collect rent SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC POSITION: IAR NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/03/2023 ADDRESS: 111 Congressional Blvd, Suite 100, Carmel IN 46032, United States DESCRIPTION: Act as IAR to retirement plan clients and individual wealth management clients. SHEPHERD FINANCIAL, LLC - INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/03/2023 ADDRESS: 891 S James Rd, Columbus OH 43227, United States DESCRIPTION: Sales and service of insurance products SHEPHERD FINANCIAL, LLC POSITION: Senior Wealth Advisor NATURE: Retirement Plan Consulting & Individual Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 01/03/2023 ADDRESS: 891 S James Rd, Columbus OH 43227, United States DESCRIPTION: Responsible for client service to retirement plan clients and individual wealth management clients. BRIAN FEUER - STAGE HAND/CONCERT ROADIE POSITION: Stage Hand/Concert Roadie NATURE: Entertainment - Stage Hand/Concert Roadie INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/08/2018 ADDRESS: 1620 E. Broad Street, Unit 903, Columbus OH 43203, United States DESCRIPTION: Lay feeder cables, build video towers and walls, set up stages, etc. EQOD LLC POSITION: Managing Member NATURE: Outsourcing digitization work done in Manila Philippines INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/20/2024 ADDRESS: 34522 N Scottsdale Rd, Suite D-7146, SCOTTSDALE AZ 85266, United States DESCRIPTION: All I do is enter consulting income under my wife's name QuickBookswhen the revenue is received in QuickBooks
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