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Karly Michele Holland

Ep Wealth Advisors

Bethesda, MD

Torrance, CA

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Current Employers
Ep Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-04-23
MD RA APPROVED 2026-03-27
  • VA RA
    APPROVED
    Since 2026-04-23
  • MD RA
    APPROVED
    Since 2026-03-27

Branch Locations

6701 Democracy Blvd #300, Bethesda, MD 20817 • United States

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • 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
OrganizationCityStateFromTo
Divergent Planning, Llc Bethseda MD 08/2019 01/2022
Moisand Fitzgerald Tamayo, Llc Orlando FL 02/2017 08/2019
University Of Georgia Athens GA 08/2013 01/2017
Ep Wealth Advisors, Llc Bethesda MD 03/2026 Present
Divergent Planning, Llc Bethesda MD 01/2022 04/2026
  • 08/2019 → 01/2022
    Divergent Planning, Llc
    Bethseda, MD
  • 02/2017 → 08/2019
    Moisand Fitzgerald Tamayo, Llc
    Orlando, FL
  • 08/2013 → 01/2017
    University Of Georgia
    Athens, GA
  • 03/2026 → Present
    Ep Wealth Advisors, Llc
    Bethesda, MD
  • 01/2022 → 04/2026
    Divergent Planning, Llc
    Bethesda, MD
Previous Registrations
  • 2019-12-17 → 2026-04-23
    Divergent Planning
    Winter Springs, FL
    Bethesda, MD
    Lawrenceville, GA
    Mouth Of Wilson, VA
Designations
Other Names
  • Karly Michele Whitehead

View on SEC IAPD

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William K McCaffrey
ALEXANDER SIDNEY JOHANNES LEVY
JOHN BUSCO
FREDERICK THOMAS TURNER

Other Offices

LGG FINANCIAL · BETHESDA, MD
BLUE SPARROW FUNDS GP LLC · BETHESDA, MD
KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD
GLASSY MOUNTAIN ADVISORS, INC. · BETHESDA, MD
NOORDZEE CAPITAL LLC · BETHESDA, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BETHESDA, MD
HIGHTOWER ADVISORS, LLC · BETHESDA, MD
GOLDEN WEALTH STRATEGIES · Bethesda, MD

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