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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-17 |
| CA | RA | APPROVED | 2025-01-16 |
Branch Locations
135 W North St. Brighton, Brighton, MI 48116 • United States
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Community Choice Credit Union | Farmington Hills | MI | 09/2015 | 06/2017 |
| Thrivent Investment Management Inc | Plymouth | MI | 07/2017 | 01/2022 |
| Thrivent Financial | Appleton | WI | 07/2017 | 11/2017 |
| Thrivent Financial | Appleton | WI | 11/2017 | 01/2022 |
| Executive Wealth Management | Brighton | MI | 01/2022 | 05/2023 |
| Private Client Services | Brighton | MI | 01/2022 | 12/2022 |
| Executive Wealth Management, Llc | Brighton | MI | 05/2023 | 12/2024 |
| Ep Wealth Advisors, Llc | Brighton | MI | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-09 |
| S66 | Uniform Combined State Law Examination | 2017-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-18 |
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