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Bronwyn Shone

Ep Wealth Advisors

Torrance, CA

Lafayette, 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 2021-12-10
  • CA RA
    APPROVED
    Since 2021-12-10

Branch Locations

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

250 Lafayette Circle, Suite 203, Lafayette, CA 94549 • 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
Bluesky Wealth Advisors, Llc Pleasanton CA 09/2013 11/2021
Ep Wealth Advisors Torrance CA 11/2021 Present
Previous Registrations
  • 2013-09-18 → 2021-11-24
    Bluesky Wealth Advisors, Llc
    Pleasanton, CA
    New Bern, NC
    Pleasanton, CA
  • 2005-05-27 → 2013-11-27
    Pleasanton Financial Advisors
    Pleasanton, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-06-14
  • S66 Uniform Combined State Law Examination
    2003-06-14
Designations

View on SEC IAPD

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