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Kevin Edmund Cross

Ep Wealth Advisors

Brighton, MI

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 2025-01-02
MI RA APPROVED 2025-01-02
  • CA RA
    APPROVED
    Since 2025-01-02
  • MI RA
    APPROVED
    Since 2025-01-02

Branch Locations

135 W North St, Brighton, MI 48116 • 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
Royal Alliance Associates, Inc Rochester Hills MI 01/2016 11/2016
Invest Financial Corp Tampa FL 01/2017 06/2017
Executive Wealth Management, Llc Brighton MI 12/2016 12/2024
Private Client Services Llc Louisville KY 06/2017 12/2022
Ep Wealth Advisors, Llc. Torrance CA 01/2025 Present
  • 01/2016 → 11/2016
    Royal Alliance Associates, Inc
    Rochester Hills, MI
  • 01/2017 → 06/2017
    Invest Financial Corp
    Tampa, FL
  • 12/2016 → 12/2024
    Executive Wealth Management, Llc
    Brighton, MI
  • 06/2017 → 12/2022
    Private Client Services Llc
    Louisville, KY
  • 01/2025 → Present
    Ep Wealth Advisors, Llc.
    Torrance, CA
Previous Registrations
  • 2016-12-19 → 2025-01-21
    Executive Wealth Management, Llc
    Brighton, MI
  • 2017-01-27 → 2017-06-05
    Invest Financial Corporation
    Brighton, MI
  • 2016-01-05 → 2016-11-21
    Osaic Wealth, Inc.
    Troy, MI
    Novi, MI
  • 2012-09-19 → 2015-11-13
    Tiaa-Cref Individual & Institutional Services, Llc
    Ann Arbor, MI
  • 2010-10-08 → 2012-08-28
    Td Ameritrade, Inc.
    Birmingham, MI
  • 2010-10-08 → 2012-08-28
    Td Ameritrade Investment Management, Llc
    Birmingham, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-09-13
S63 Uniform Securities Agent State Law Examination 2001-09-25
  • S66 Uniform Combined State Law Examination
    2010-09-13
  • S63 Uniform Securities Agent State Law Examination
    2001-09-25
Designations

View on SEC IAPD

Other Firms

ACCELERATE RETIREMENT
EQUITABLE ADVISORS, LLC
HBW ADVISORY SERVICES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FIFTH THIRD SECURITIES, INC.
FOGUTH WEALTH MANAGEMENT, LLC.
CETERA INVESTMENT ADVISERS LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

CHRISTOPHER RONALD HOPKINS
MICHAEL JAMES LAY
ANDREW JASON ZEHNDER
TODD ANTHONY PERRY
Christopher WIlliam Toro
ALBERT PINGREE HERZOG
DANIEL COYE WEAVER
ALBERT PINGREE HERZOG

Other Offices

EP WEALTH ADVISORS · 48116, MI
EP WEALTH ADVISORS · Brighton, MI
ACCELERATE RETIREMENT · Brighton, MI
EQUITABLE ADVISORS, LLC · BRIGHTON, MI
HBW ADVISORY SERVICES LLC · BRIGHTON, MI
AMERIPRISE FINANCIAL SERVICES, LLC · BRIGHTON, MI
FIFTH THIRD SECURITIES, INC. · BRIGHTON, MI
FOGUTH WEALTH MANAGEMENT, LLC. · BRIGHTON, MI

More in Brighton, MI

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