Inactive

Sara Lourdes Epperly

Partners In Financial Planning, LLC

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Current Employers

Partners In Financial Planning, Llc

421 South College Avenue, Salem, VA 24153 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2026-03-22

VA RA
APPROVED

Since 2026-03-22

Branch Locations

421 South College Avenue, Salem, VA 24153 • 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
Salem City Schools	Salem	VA	07/2014	06/2023
Partners In Financial Planning	Salem	VA	04/2024	Present
N/A	Salem	VA	07/2023	08/2023
Partners In Financial Planning	Salem	VA	09/2023	03/2024

07/2014 → 06/2023

Salem City Schools

Salem, VA
04/2024 → Present

Partners In Financial Planning

Salem, VA
07/2023 → 08/2023

N/A

Salem, VA
09/2023 → 03/2024

Partners In Financial Planning

Salem, VA

Designations

Other Names

Sara Epperly

View on SEC IAPD

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