RICHARD DAVID DERAFELO is an investment adviser representative (IAR) with state registration records since 2003, appearing at 6 firms. Currently registered with EP WEALTH ADVISORS, LLC..
| Firm | From | To | Current |
|---|---|---|---|
| EP WEALTH ADVISORS, LLC. | 2023-04-18 | present | Yes |
| LEHMAN FINANCIAL RESOURCES | 2018-07-20 | 2023-05-15 | — |
| LEHMAN FINANCIAL RESOURCES, INC. | 2006-02-24 | 2019-06-27 | — |
| PTK FINANCIAL, LLC | 2004-12-13 | 2006-01-04 | — |
| FINANCIAL WEST GROUP | 2003-08-15 | 2004-11-18 | — |
| WADDELL & REED | 2003-06-11 | 2003-08-15 | — |