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Timothy Michael Wiand

Ep Wealth Advisors

Exton, PA

Torrance, CA

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Current Employers
Ep Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-09-03
PA RA APPROVED 2024-09-03
  • CA RA
    APPROVED
    Since 2024-09-03
  • PA RA
    APPROVED
    Since 2024-09-03

Branch Locations

7 Dowlin Forge Rd, Exton, PA 19341 • 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
The Fairman Group Llc Chesterbrook PA 08/2017 08/2024
Pnc Bank Philadelphia PA 10/2012 08/2017
Ep Wealth Advisors, Llc Exton PA 08/2024 Present
  • 08/2017 → 08/2024
    The Fairman Group Llc
    Chesterbrook, PA
  • 10/2012 → 08/2017
    Pnc Bank
    Philadelphia, PA
  • 08/2024 → Present
    Ep Wealth Advisors, Llc
    Exton, PA
Previous Registrations
Designations
Other Names
  • Timothy Wiand

View on SEC IAPD

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