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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-11 |
| OR | RA | APPROVED | 2025-12-11 |
| WA | RA | APPROVED | 2021-05-13 |
| TX | RA | APPROVED | 2021-02-09 |
Branch Locations
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newfocus Financial Group, Llc | Vancouver | WA | 01/2005 | 01/2021 |
| Ep Wealth Advisors | Torrance | CA | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-02 |
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