Mark Andrew Rich

Current Employers

Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-02-06
ME	RA	APPROVED	2025-02-06

CA RA
APPROVED

Since 2025-02-06
ME RA
APPROVED

Since 2025-02-06

Branch Locations

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

19 Northbrook Dr, Falmouth, ME 04105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Gather Financial Planning, Inc.	Falmouth	ME	09/2015	10/2024
Willis Towers Watson	Boston	MA	05/1995	10/2024
Ep Wealth Advisors,Llc	Falmouth	ME	10/2024	Present

09/2015 → 10/2024

Gather Financial Planning, Inc.

Falmouth, ME
05/1995 → 10/2024

Willis Towers Watson

Boston, MA
10/2024 → Present

Ep Wealth Advisors,Llc

Falmouth, ME

Previous Registrations

2015-11-09 → 2025-01-22

Gather Financial Planning

Falmouth, ME

Other Businesses

1995-Present: Towers Watson & Co./Not investment related/Boston, MA/Risk management and human resource consulting firm/Senior Consultant./May involve up to 90% or more time each month, including during traditional market hours.//

Current Employers

Ep Wealth Advisors

Disclosures

Employment History

Previous Registrations

Other Businesses

Designations

Other Firms

Other Investors

Other Offices

Reviews