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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-11 |
| ID | RA | APPROVED | 2025-06-11 |
Branch Locations
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
802 W. Bannock St. Suite #100, Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buffington Mohr Mcneal | Boise | ID | 04/1998 | 05/2025 |
| Ep Wealth Advisors, Llc. | Torrance | CA | 05/2025 | Present |
MCNEAL FAMILY LIMITED PARTNERSHIP THE BUSINESS IS NOT INVESTMENT RELATED P. O. BOX 2016, BOISE, IDAHO 83701 REALS ESTATE OWNERSHIP, MANAGEMENT AND DEVELOPMENT VICE PRESIDENT OF THE MCNEAL CORPORATION, WHICH IS A GENERAL PARTNER OF THE MCNEAL FAMILY LIMITED PARTNERSHIP OCTOBER 1999 DEVOTE ABOUT 20 HOURS PER MONTH DEVOTE ZERO HOURS DURING SECURITY TRADING HOURS DUTIES ARE PROJECT MANAGEMENT AND ACCOUNTING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-03 |
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