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Rick Martin Bryan

Ep Wealth Advisors

Seattle, WA

Torrance, CA

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Current Employers
Ep Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-08
WA RA APPROVED 2019-05-06
  • CA RA
    APPROVED
    Since 2025-12-08
  • WA RA
    APPROVED
    Since 2019-05-06

Branch Locations

1301 5Th Ave, Suite 1350, Seattle, WA 98101 • 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
OrganizationCityStateFromTo
Conlon & Dart Llc Seattle WA 04/2006 05/2019
Ep Wealth Advisors Torrance CA 05/2019 Present
  • 04/2006 → 05/2019
    Conlon & Dart Llc
    Seattle, WA
  • 05/2019 → Present
    Ep Wealth Advisors
    Torrance, CA
Previous Registrations
  • 2006-11-22 → 2019-05-31
    Conlon Dart Wealth Management
    Seattle, WA
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-05-26
  • S65 Uniform Investment Adviser Law Examination
    2006-05-26
Designations

View on SEC IAPD

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Other Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA
ETERNAL DIGITAL FUND LTD. · SEATTLE, WA
FREESTONE CAPITAL MANAGEMENT, LLC · SEATTLE, WA
CEDAR RIVER CAPITAL, LLC · SEATTLE, WA
ROBERT A. UNDERHILL P.C. · SEATTLE, WA
SITKA PACIFIC CAPITAL MANAGEMENT, LLC · SEATTLE, WA

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