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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-29 |
| SC | RA | APPROVED | 2025-11-29 |
| TX | RA | APPROVED_RES | 2024-07-10 |
| PA | RA | APPROVED | 2022-12-20 |
Branch Locations
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
2 Park Lane Suite 201, Hilton Head Island, SC 29928 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Warren Financial Service | Exton | PA | 10/2014 | 11/2022 |
| Ep Wealth Advisors, Llc. | Torrance | CA | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-23 |
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