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Advisor at SCOTT FINANCIAL RESOURCES LLC
HANOVER, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SCOTT FINANCIAL RESOURCES LLC | State registered | Apr 3, 2024 | n/a | yes | HANOVER, PA | Current employment |
| EP WEALTH ADVISORS | Independent wealth | Apr 21, 2023 | Apr 22, 2025 | no | MEDIA, PA|TORRANCE, CA | Previous registration |
| LEHMAN FINANCIAL RESOURCES | Former SEC adviser | Jul 20, 2018 | May 15, 2023 | no | MEDIA, PA | Previous registration |
| LEHMAN FINANCIAL RESOURCES, INC. | Former SEC adviser | Dec 2, 2015 | Jun 27, 2019 | no | MEDIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EP WEALTH ADVISORS | SCOTT FINANCIAL RESOURCES LLC | Apr 22, 2025 | Apr 3, 2024 | -384 | Firm change after gap | RIA to state RIA |
| LEHMAN FINANCIAL RESOURCES | EP WEALTH ADVISORS | May 15, 2023 | Apr 21, 2023 | -24 | Firm change | RIA to RIA |
| LEHMAN FINANCIAL RESOURCES, INC. | LEHMAN FINANCIAL RESOURCES | Jun 27, 2019 | Jul 20, 2018 | -342 | Channel change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 292523:111147:PA:2023-05-15 | May 15, 2023 | Apr 21, 2023 | MEDIA, PA | Firm change |
| 139500:292523:PA:2019-06-27 | Jun 27, 2019 | Jul 20, 2018 | MEDIA, PA | Firm change after gap |