Inactive

Rahul Niranjan Shah

Ep Wealth Advisors

San Francisco, CA

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Current Employers

Ep Wealth Advisors

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-04-08

CA RA
APPROVED

Since 2025-04-08

Branch Locations

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

350 Townsend Street Suite 411, San Francisco, CA 94107 • 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

Organization	City	State	From	To
Peninsula Wealth Llc	San Francisco	CA	02/2010	03/2025
Ep Wealth Advisors, Llc.	Torrance	CA	03/2025	Present

02/2010 → 03/2025

Peninsula Wealth Llc

San Francisco, CA
03/2025 → Present

Ep Wealth Advisors, Llc.

Torrance, CA

Previous Registrations

2010-02-12 → 2025-07-15

Peninsula Wealth, Llc

San Francisco, CA
2008-09-04 → 2010-02-17

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Mateo, CA
2008-08-05 → 2008-08-25

Wells Fargo Advisors Financial Network, Llc

Burlingame, CA
2002-05-17 → 2008-08-05

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Mateo, CA

San Mateo, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-05-16

S66 Uniform Combined State Law Examination

2002-05-16

Designations

Other Names

Rahul Niranjan Shah
Rahul Shah

View on SEC IAPD

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Other Offices

CHARLES SCHWAB & CO., INC. · Torrance, CA

SOUTH BAY FINANCIAL PARTNERS · TORRANCE, CA

EP WEALTH ADVISORS · TORRANCE, CA

STRATOS WEALTH PARTNERS, LTD · Torrance, CA

EDWARD JONES · Torrance, CA

AMERIPRISE FINANCIAL SERVICES, LLC · TORRANCE, CA

LPL FINANCIAL LLC · TORRANCE, CA

EDWARD JONES · TORRANCE, CA

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