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Joseph Patrick Kirlin III

Investment Adviser Representative at EXODUS WEALTH, LLC

Westchester, PACRD #807273Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
51 yrs
States Registered
6 states
Exams Passed
5

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 6 states
ArizonaFloridaMarylandNew JerseyPennsylvaniaWashington
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 10/16/1985
Series 22
Direct Participation Programs Representative Examination
Passed 1/2/2023
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 1
Registered Representative Examination
Passed 4/21/1975

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 to $500,0002.00%
$500,001 to $750,0001.50%
$750,001 to $1,000,0001.35%
$1,000,000+1.20%
Source

Exodus Wealth, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

JOSEPH P. KIRLIN III & ASSOCIATESCurrent
1/17/2025Westchester, PA
EXODUS WEALTH, LLCCurrent
1/3/2020Westchester, PA
PROSPERITY WEALTH MANAGEMENT, INC.
9/25/201712/31/2019West Chester, PA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joseph Patrick Kirlin III has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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