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Derek Hallock Holman

Ep Wealth Advisors

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 2026-08-21
SC RA APPROVED 2026-08-21
TX RA APPROVED_RES 2010-04-22
  • CA RA
    APPROVED
    Since 2026-08-21
  • SC RA
    APPROVED
    Since 2026-08-21
  • TX RA
    APPROVED_RES
    Since 2010-04-22

Branch Locations

21515 Hawthorne Blvd. Suite 1200, 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
Ep Wealth Advisors Torrance CA 02/2005 Present
Previous Registrations
  • 1999-03-16 → 2006-12-19
    Premier Financial Management, Llc
    El Segundo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-09-02
S63 Uniform Securities Agent State Law Examination 1996-07-10
  • S65 Uniform Investment Adviser Law Examination
    1997-09-02
  • S63 Uniform Securities Agent State Law Examination
    1996-07-10

View on SEC IAPD

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