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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-01 |
| CA | RA | APPROVED | 2026-02-12 |
| PA | RA | APPROVED | 2023-08-11 |
Branch Locations
2000 Pga Blvd, Suite 4440, Palm Beach Gardens, FL 33408 • United States
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rkl Wealth Management Llc | Reading | PA | 10/2018 | 02/2020 |
| Rkl Llp | Reading | PA | 09/2017 | 09/2018 |
| Honeysuckle Student Apartments | Bloomsburg | PA | 08/2016 | 11/2016 |
| Bloomsburg University | Bloomsburg | PA | 08/2014 | 06/2017 |
| Rkl Wealth Management Llc | Lancaster | PA | 02/2020 | 06/2023 |
| Ep Wealth Advisors, Llc. | Media | PA | 06/2023 | 07/2024 |
| Ep Wealth Advisors, Llc | Media | PA | 01/2026 | Present |
| Ep Wealth Advisors, Llc | Media | PA | 07/2024 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-06 |
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