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Advisor at SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
CARMEL, IN | Wilmington, DE
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC | Institutional manager | Sep 23, 2024 | n/a | yes | CARMEL, IN|Wilmington, DE | Current employment |
| DANIELS + TANSEY, L.L.P. | Former SEC adviser | Dec 5, 2005 | Aug 10, 2009 | no | WILMINGTON, DE | Previous registration |
| BCM WEALTH MANAGEMENT | Former SEC adviser | Sep 25, 1997 | Oct 21, 2025 | no | WILMINGTON, DE|WILMINGTON, DE|Wilmington, DE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BCM WEALTH MANAGEMENT | DANIELS + TANSEY, L.L.P. | Oct 21, 2025 | Dec 5, 2005 | -7,260 | Firm change after gap | Other |
| DANIELS + TANSEY, L.L.P. | SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC | Aug 10, 2009 | Sep 23, 2024 | 5,523 | Firm change after gap | Other |