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.

Current firm

SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC

Current firm class

institutional managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65

First exam

Oct 5, 2017

First registration

Jan 18, 2018

Dual registered

no

Other names

Matt David Tendler

IAPD individual key

6901139

• Occurred

  Oct 21, 2025
  Advisor changed firm

  Matthew David Tendler left Bcm Wealth Management for Shepherd Financial Investment Advisory Llc (registered 2024-09-20)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:467ee4bf-547a-1b2c-e571-9b39014f5bc4

First observed

Jan 18, 2018

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.