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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-21 |
| TX | RA | APPROVED_RES | 2014-04-26 |
Branch Locations
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ep Wealth Advisors | Torrance | CA | 08/2009 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-03 |
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