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John Michael Mcgrath

Ep Wealth Advisors

Valencia, CA

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 2025-11-21
TX RA APPROVED_RES 2014-04-26
  • CA RA
    APPROVED
    Since 2025-11-21
  • TX RA
    APPROVED_RES
    Since 2014-04-26

Branch Locations

Valencia, CA • United States

21535 Hawthorne Blvd Suite 400, 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 08/2009 Present
Previous Registrations
  • 2004-06-08 → 2009-05-15
    Woodland Hills, CA
    Woodland Hills, CA
  • 1999-09-23 → 2002-12-31
    Signator Investors, Inc.
    Valencia, CA
Other Businesses

Name: The Master's University Investment Related: No Address: 21726 Placerita Canyon Road Santa Clarita, CA 91321 Nature: Teach and Investments course and a financial planning course using CFP approved curriculum from Dalton to a bachelor's level college classroom. Position: Adjunct Professor Title: Adjunct Professor Start Date: Jan 1, 2026 Hours/Month: 20 Hours devoted during trading hours: 0 Duties: Prepare lesson plans, teach the courses, and grade exams

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-20
S63 Uniform Securities Agent State Law Examination 1998-04-03
  • S65 Uniform Investment Adviser Law Examination
    1999-08-20
  • S63 Uniform Securities Agent State Law Examination
    1998-04-03
Designations
Other Names
  • Mike Mcgrath
  • John M Mcgrath

View on SEC IAPD

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