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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-26 |
| TX | RA | APPROVED | 2018-06-06 |
Branch Locations
3655 Nobel Drive, Suite 200, San Diego, CA 92122 • United States
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 |
|---|---|---|---|---|
| Donnelly Wealth Advisors Inc. | San Diego | CA | 05/2006 | 05/2018 |
| Ep Wealth Advisors | Torrance | CA | 05/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-02-18 |
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