THOMAS JOSEPH GETTELFINGER is an investment adviser representative (IAR) with state registration records since 2020, appearing at 5 firms. Currently registered with SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC, LINCOLN INVESTMENT PLANNING, LLC, CAPITAL ANALYSTS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CAPITAL ANALYSTS, LLC | 2022-06-29 | present | Yes |
| LINCOLN INVESTMENT PLANNING, LLC | 2022-06-29 | present | Yes |
| SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC | 2022-06-16 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-11-03 | 2022-05-17 | — |
| CHARLES SCHWAB & CO., INC. | 2020-05-14 | 2021-04-29 | — |