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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-04 |
Branch Locations
1333 N California Blvd Suite 100, Walnut Creek, CA 94596 • 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 |
|---|---|---|---|---|
| Tdameritrade | Walunut Creek | CA | 12/2015 | 12/2016 |
| Mufg Union Bank | Oakland | CA | 12/2016 | 06/2017 |
| Unionbanc Investment Services | Oakland | CA | 01/2017 | 06/2017 |
| Tdameritrade | San Francisco | CA | 06/2017 | 01/2022 |
| Charles Schwab & Co., Inc. | Berkeley | CA | 01/2022 | 04/2024 |
| Charles Schwab Bank, Ssb | Berkeley | CA | 01/2022 | 04/2024 |
| Ep Wealth Advisors, Llc | Walnut Creek | CA | 04/2024 | 08/2025 |
| Ep Wealth Advisors, Llc | Walnut Creek | CA | 08/2025 | Present |
OBA 1 of 2: Name: JV Nursery Investment Related: No Address: 817 Marjoram Dr. Brentwood CA 94513 Nature: Grow and sell Japanese Maples Position: Owner Title: Owner Start Date: 06/2024 Hours/Month: 20 Hours devoted during trading hours: 0 Duties: Own and sell new growth Japanese Maples OBA 2 of 2: Name: Bruno and Hanks K9 Investment Related: No Address: 817 Marjoram Dr. Brentwood CA 94513 Nature: Dog Breeding Position: Owner Title: Owner Start Date: 06/2024 Hours/Month: 16 Hours devoted during trading hours: 0 Duties: Own and run the business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-16 |
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