STEVEN MICHAEL WYLAM is an investment adviser representative (IAR) with state registration records since 2001, appearing at 4 firms. Currently registered with LINCOLN INVESTMENT PLANNING, LLC, CAPITAL ANALYSTS, LLC, SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC | 2024-09-03 | present | Yes |
| CAPITAL ANALYSTS, LLC | 2012-06-04 | present | Yes |
| LINCOLN INVESTMENT PLANNING, LLC | 2012-06-01 | present | Yes |
| CINCINNATI ANALYSTS, INC. | 2001-01-03 | 2012-06-01 | — |