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Allan Wesley Horner

Ep Wealth Advisors

Nashville, TN

Torrance, CA

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Current Employers
Ep Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-02-27
AL RA APPROVED 2025-02-21
NC RA APPROVED 2025-02-21
CA RA APPROVED 2025-02-20
TN RA APPROVED 2025-02-20
TX RA APPROVED 2025-02-20
  • NE RA
    APPROVED
    Since 2025-02-27
  • AL RA
    APPROVED
    Since 2025-02-21
  • NC RA
    APPROVED
    Since 2025-02-21
  • CA RA
    APPROVED
    Since 2025-02-20
  • TN RA
    APPROVED
    Since 2025-02-20
  • TX RA
    APPROVED
    Since 2025-02-20

Branch Locations

4515 Harding Pike. Suite 300., Nashville, TN 37205 • 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
Wells Fargo Advisors Financial Network Llc Nashville TN 05/2009 05/2018
Criterion Capital Advisors Llc Nashville TN 11/2005 01/2025
Criterion Capital Advisors Llc Nashville TN 06/2018 01/2025
Ep Wealth Advisors,Llc Nashville TN 01/2025 Present
  • 05/2009 → 05/2018
    Wells Fargo Advisors Financial Network Llc
    Nashville, TN
  • 11/2005 → 01/2025
    Criterion Capital Advisors Llc
    Nashville, TN
  • 06/2018 → 01/2025
    Criterion Capital Advisors Llc
    Nashville, TN
  • 01/2025 → Present
    Ep Wealth Advisors,Llc
    Nashville, TN
Previous Registrations
  • 2018-06-01 → 2025-03-28
    Criterion Capital Advisors Llc
    Nashville, TN
  • 2005-11-14 → 2018-06-01
    Wells Fargo Advisors Financial Network, Llc
    Nashville, TN
  • 2004-02-23 → 2005-11-17
    Legg Mason Wood Walker, Incorporated
    Nashville, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-10-14
  • S66 Uniform Combined State Law Examination
    1999-10-14

View on SEC IAPD

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Thaddeus B Corbin
HEATHER BARBOUR
CRYSTAL LYNN BEASTROM
JULIE G SANDBERG
JACKSON REESE MORAN
Hugh G Anderson

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
OSAIC WEALTH, INC. · NASHVILLE, TN
OCEAN PARK ASSET MANAGEMENT, LLC · Nashville, TN
U.S. BANCORP ADVISORS, LLC · Nashville, TN

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