Joseph Kirlin has been an investment adviser representative at Exodus Wealth since January 2020, and is not listed among the firm’s executive officers or direct owners.
Exodus Wealth, LLC is a Fort Lauderdale, FL firm with $484M under management, 2,249 clients and 51 advisers across 50 offices, as of its July 2026 filing.
Joseph Kirlin’s longest registration is the current one, 6 years at Exodus Wealth since 2020.
- Joseph P. Kirlin III & AssociatesAlso current– present · 1 yearWestchester, PA · Adviser representative · Firm CRD 123733
- Exodus Wealth, LLCCurrent– present · 6 yearsWestchester, PA · Adviser representative · Firm CRD 174328
- – · 2 yearsWest Chester, PA · Adviser representative · Firm CRD 174328
Investment adviser representative registrations
Joseph Kirlin is registered as an investment adviser representative in Pennsylvania, since January 2020.
- PennsylvaniaSince 3 January 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 22TO | Direct Participation Programs Representative Examination | 2 January 2023 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 16 October 1985 |
| Series 1 | Registered Representative Examination | 21 April 1975 |
- Name
- Direct Participation Programs Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Registered Representative Examination
- Full name
- Joseph Patrick Kirlin
- CRD
- 807273
- Firm
- Exodus Wealth · CRD 174328
- Office
- Westchester, PA
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 1975
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Joseph Kirlin work?
Joseph Kirlin is an investment adviser representative registered through Exodus Wealth, LLC since January 2020, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Kirlin a financial advisor?
Yes. Joseph Kirlin has a current investment-adviser registration in Pennsylvania, through Exodus Wealth since January 2020.
How many years of experience does Joseph Kirlin have?
Joseph Kirlin has 51 years in the financial industry, since May 1975, across 2 adviser firms.
What exams has Joseph Kirlin passed?
Joseph Kirlin has passed 4 licensing exams: the Series 1, Series 63, Series 22TO and Series 6TO. The earliest, the Series 1, was passed in April 1975. FINRA credited Joseph Kirlin with the SIE, which began in October 2018.
Where did Joseph Kirlin work before Exodus Wealth?
Before Exodus Wealth, Joseph Kirlin was registered through Prosperity Wealth Management, Inc., September 2017 to December 2019.
Where is Joseph Kirlin based?
Joseph Kirlin’s registered office is in Westchester, PA.
Is Joseph Kirlin registered with FINRA?
Yes. Joseph Kirlin has a current broker registration, under CRD 807273.
Source: FINRA BrokerCheck
How can I verify Joseph Kirlin’s record?
Search CRD 807273 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Joseph Kirlin’s full registration record.