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David Michael Rappaport

Ep Wealth Advisors

Skokie, IL

Torrance, CA

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Current Employers
Ep Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-12-24
CA RA APPROVED 2025-08-05
IL RA APPROVED 2025-08-05
  • WI RA
    APPROVED
    Since 2025-12-24
  • CA RA
    APPROVED
    Since 2025-08-05
  • IL RA
    APPROVED
    Since 2025-08-05

Branch Locations

5202 Old Orchard Road Suite #160, Skokie, IL 60077 • 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
Rappaport Reiches Capital Management, Llc Skokie IL 09/2005 07/2025
Ep Wealth Advisors, Llc Skokie IL 07/2025 Present
  • 09/2005 → 07/2025
    Rappaport Reiches Capital Management, Llc
    Skokie, IL
  • 07/2025 → Present
    Ep Wealth Advisors, Llc
    Skokie, IL
Previous Registrations
  • 2005-09-20 → 2025-07-22
    Rappaport Reiches Capital Management,
    Skokie, IL
    Glenview, IL
    Riverwoods, IL
  • 1997-07-08 → 2005-08-25
    Alliancebernstein L.P.
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-10-11
S63 Uniform Securities Agent State Law Examination 1990-10-12
  • S65 Uniform Investment Adviser Law Examination
    1995-10-11
  • S63 Uniform Securities Agent State Law Examination
    1990-10-12
Designations

View on SEC IAPD

Other Firms

MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC
10H CAPITAL
IHT WEALTH MANAGEMENT LLC
EDWARD JONES
CITIGROUP GLOBAL MARKETS INC.
J.P. MORGAN SECURITIES LLC
FINANCIAL SOLUTIONS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

TIMOTHY CHRISTIAN PERRYMAN
BRONWYN NOREEN MIRRETTI
DOMINIC STEPHEN MIRRETTI
JIM KOLIATSIS
GREGORY SCOTT TONG
JOSE EDUARDO HAUAD
RYAN WILLIAM MCCAIN
MARILYN CAROL FRIEDMAN

Other Offices

MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC · SKOKIE, IL
10H CAPITAL · SKOKIE, IL
IHT WEALTH MANAGEMENT LLC · Skokie, IL
EDWARD JONES · SKOKIE, IL
CITIGROUP GLOBAL MARKETS INC. · SKOKIE, IL
J.P. MORGAN SECURITIES LLC · Skokie, IL
FINANCIAL SOLUTIONS, INC. · SKOKIE, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SKOKIE, IL

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