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

Aug 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65

First exam

Aug 19, 2024

First registration

Aug 28, 2024

Dual registered

no

Other names

Taylor Lynn Reed|Taylor L Reed

IAPD individual key

7978057

• Occurred

  Dec 31, 2024
  Advisor changed firm

  Taylor Reed Wedmore left Tilia Fiduciary Partners, Inc. for Shepherd Financial Investment Advisory Llc (registered 2025-02-25)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:56cf3f96-66a8-379c-8a51-2bc033506d89

First observed

Aug 28, 2024

Last observed

Sep 14, 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.