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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-07-04 |
| MA | RA | APPROVED | 2024-05-09 |
| AL | RA | APPROVED | 2023-02-14 |
| CA | RA | APPROVED | 2023-02-14 |
| CO | RA | APPROVED | 2023-02-14 |
| ME | RA | APPROVED | 2023-02-13 |
| NH | RA | APPROVED | 2023-02-13 |
| TX | RA | APPROVED | 2023-02-13 |
Branch Locations
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
155 Park Row, Brunswick, ME 04011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Man Glg | London | 01/2017 | 11/2018 | |
| Porticade Partners | London | 01/2019 | 08/2019 | |
| Not Employed | London | 07/2016 | 01/2017 | |
| Cribstone Capital Management | Brunswick | ME | 10/2019 | 12/2022 |
| Ep Wealth Advisors, Llc. | Torrance | CA | 01/2023 | Present |
MaineHealth. Investment Related. 110 Free St. Portland, ME 04101. Member of Investment Committee. 02/2023. 3 Hrs per Quarter/20 minutes per week; meetings once a quarter/2 hrs/per week during trading hours. Provide investment guidance as Member of the Investment Committee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-28 |
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