Best Investors Account Sign in
Inactive

Luke Cavanagh

Ep Wealth Advisors

Media, PA

Torrance, CA

Claim This Profile
Current Employers
Ep Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-07-04
PA RA APPROVED 2024-07-04
  • CA RA
    APPROVED
    Since 2024-07-04
  • PA RA
    APPROVED
    Since 2024-07-04

Branch Locations

1215 W. Baltimore Pike Suite 8, Media, PA 19063 • 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
Ep Wealth Advisors, Llc Media PA 04/2024 Present
Unemployed/Severance Malvern PA 09/2023 04/2024
Adapthealth Corp Plymouth Meeting PA 11/2022 09/2023
Ikea Purchasing Services (Us) Inc King Of Prussia PA 01/2017 11/2022
Ikea Of Sweden Almhult 05/2013 12/2016
  • 04/2024 → Present
    Ep Wealth Advisors, Llc
    Media, PA
  • 09/2023 → 04/2024
    Unemployed/Severance
    Malvern, PA
  • 11/2022 → 09/2023
    Adapthealth Corp
    Plymouth Meeting, PA
  • 01/2017 → 11/2022
    Ikea Purchasing Services (Us) Inc
    King Of Prussia, PA
  • 05/2013 → 12/2016
    Ikea Of Sweden
    Almhult
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-19
  • S65 Uniform Investment Adviser Law Examination
    2024-03-19

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
OBRIEN GREENE & CO INC
LPL FINANCIAL LLC
STONE PINE FINANCIAL PARTNERS
CBIZ INVESTMENT ADVISORY SERVICES, LLC
FLAGSHIP CAPITAL MANAGEMENT INC
MEMBERS WEALTH LLC

Other Investors

CHERYL ANN PLUNKETT
CRAIG GARTH HACKER
DAVID JAMES BLOOM
ERIC L CARDONICK
BRIAN PATRICK PUGH
KEVIN WALTER KOLMER
CHRISTOPHER R KOLMER
Edward Steven Kassab

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MEDIA, PA
EDWARD JONES · MEDIA, PA
EDWARD JONES · MEDIA, PA
OBRIEN GREENE & CO INC · MEDIA, PA
LPL FINANCIAL LLC · MEDIA, PA
STONE PINE FINANCIAL PARTNERS · MEDIA, PA
LPL FINANCIAL LLC · MEDIA, PA
CBIZ INVESTMENT ADVISORY SERVICES, LLC · MEDIA, PA

More in Media, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor