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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-15 |
| SC | RA | APPROVED | 2025-12-15 |
| TX | RA | APPROVED | 2024-07-04 |
| PA | RA | APPROVED | 2023-04-18 |
Branch Locations
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
1215 W. Baltimore Pike Ste 8, Media, PA 19063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers | Downingtown | PA | 09/2002 | 03/2023 |
| Lehman Financial Resources, Inc. | Media | PA | 01/2006 | 03/2023 |
| Lehman & Derafelo Financial Resoures Llc | Media | PA | 12/2017 | 03/2023 |
| Ep Wealth Advisors | Torrance | CA | 03/2023 | Present |
Member of Advisory Committee to Brookwood Gas & Convenience LP, a limited partnership in which certain advisory clients are invested; investment-related, approx. 1 - 2 hours per quarter, 6/2018 - present.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-26 |
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