# ERIN K GOODRICH

ERIN K GOODRICH is an investment adviser representative (IAR) with state registration records since 2013, appearing at 5 firms. Currently registered with LINCOLN INVESTMENT PLANNING, LLC, CAPITAL ANALYSTS, LLC, SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC](https://search.stillhousedata.com/firm/288623) | 2021-10-11 | present | Yes |
| [CAPITAL ANALYSTS, LLC](https://search.stillhousedata.com/firm/162200) | 2021-09-15 | present | Yes |
| [LINCOLN INVESTMENT PLANNING, LLC](https://search.stillhousedata.com/firm/519) | 2021-09-15 | present | Yes |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2015-10-07 | 2021-09-01 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2013-02-13 | 2015-10-08 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5936568)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5936568.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.