Mark Rasmussen Matley

Current Employers

Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-12-15
ID	RA	APPROVED	2024-07-23
UT	RA	APPROVED	2020-10-22

CA RA
APPROVED

Since 2025-12-15
ID RA
APPROVED

Since 2024-07-23
UT RA
APPROVED

Since 2020-10-22

Branch Locations

3115 East Lion Lane, Suite 100, Salt Lake City, UT 84121 • United States

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
The Insight Group Insurance Agency, Llc	Salt Lake City	UT	03/1993	09/2020
The Insight Group, Inc.	Salt Lake City	UT	03/1993	09/2020
Ep Wealth Advisors	Torrance	CA	10/2020	Present

03/1993 → 09/2020

The Insight Group Insurance Agency, Llc

Salt Lake City, UT
03/1993 → 09/2020

The Insight Group, Inc.

Salt Lake City, UT
10/2020 → Present

Ep Wealth Advisors

Torrance, CA

Previous Registrations

1993-03-31 → 2020-10-21

The Insight Group, Inc.

Salt Lake City , UT
2010-05-25 → 2020-10-21

Financial Insight Center

Salt Lake City, UT
2010-01-06 → 2012-05-14

Fic-Boise, Llc

Other Businesses

MILLPOINTE INSIGHT, LLC., NOT INV REL, 3115 E LION LANE #100 SLC, UT. MANAGE BLDG BUSINESS IS IN. AGENT 01/2000 TO PRES. 5 HR/MO. DURING TRADING, TALK TO CLEANING PEOPLE/OTHER SERVICE PROVIDERS. *INSIGHT GROUP, INC, 3115 E LION LANE #100, SLC, UT. INV REL. CONSULTING AND SALE OF PROPRIETARY TECH. VP. 4/03 TO PRES. 35 HR/MO DURING TRADING. CONSULTING ON THE DEV OF AN INV ADV PLATFORM AND PRACTICE MNGMNT TOOLS FOR AGENTS. MILL POINTE 250,NOT INVESTMENT RELATED, 3115 E. LION LANE, SUITE 100, SALT LAKE CITY, UT 84121,33% OWNERSHIP OF OFFICE CONDOMINIUM, MEMBER, 10/2012, 2, 0,OWN AND OPERATE RENTAL PROPERTY. CYRUS RIDGE FARM; NOT INVESTMENT RELATED; 77 Singing Hill Lane, Waynesboro, VA 22980; MANAGING MEMBER; Help with larger directional decisions for the business, including marketing direction, expansion, and employee issues. ; 3HRS/WEEK/9HRS/MONTH., OUTSIDE TRADING HOURS. START JAN 10 2025

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1996-08-07
S63	Uniform Securities Agent State Law Examination	1989-10-26

S65 Uniform Investment Adviser Law Examination

1996-08-07
S63 Uniform Securities Agent State Law Examination

1989-10-26

Designations

Other Names

Mark R Matley

View on SEC IAPD