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Chad William Parker

Ep Wealth Advisors

Torrance, CA

St. George, UT

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Current Employers
Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-08-07
CA RA APPROVED 2025-12-15
NV RA APPROVED 2025-12-15
LA RA APPROVED 2024-08-13
TX RA APPROVED 2024-02-15
UT RA APPROVED 2024-02-15
  • AZ RA
    APPROVED
    Since 2026-08-07
  • CA RA
    APPROVED
    Since 2025-12-15
  • NV RA
    APPROVED
    Since 2025-12-15
  • LA RA
    APPROVED
    Since 2024-08-13
  • TX RA
    APPROVED
    Since 2024-02-15
  • UT RA
    APPROVED
    Since 2024-02-15

Branch Locations

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

50 E 100 S Suite 101, St. George, UT 84770 • United States

Disclosures

1 disclosure category 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Parker Advisory Group, Llc St. George UT 10/2009 01/2024
Ep Wealth Advisors, Llc St George UT 01/2024 Present
  • 10/2009 → 01/2024
    Parker Advisory Group, Llc
    St. George, UT
  • 01/2024 → Present
    Ep Wealth Advisors, Llc
    St George, UT
Previous Registrations
  • 2009-09-24 → 2024-03-29
    Parker Advisory Group, Llc
    St. George, UT
    St. George, UT
  • 2007-08-27 → 2009-10-02
    St. George, UT
  • 2005-02-03 → 2007-08-13
    Allegis Advisors, Inc.
    Salt Lake City, UT
  • 2000-03-16 → 2005-01-28
    St. George, UT
    Provo, UT
    St George, UT
    Orem, UT
Other Businesses

AGENT FOR SEV.INS.COS.TO SELL LI,DIS,HLTH,LTC,ETC., 10/95-PRESENT*PARKER ADVISORY GROUP, LLC, INV.REL,IN UT,INS,PRESIDENT, 10/09-PRES,160 HRS/MO, DUR.TRAD.HRS,8-6,*CANDY APPLE RED.LLC,INV.REL,IN UT,REAL EST. INVESTING,MAN. MBR,10/05-PRES,4 HRS/MO,NOT DUR.TRAD.HRS,INVES. PER.$ IN VAR. RE PROJ.*FLINT CREEK, LLC, SINCE 11/2019, INVESTMENT RELATED, IN UTAH, REAL ESTATE INVESTING, MANAGING MEMBER, 4 HOURS/MONTH, ZERO HOURS/MONTH DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-07-28
S63 Uniform Securities Agent State Law Examination 1998-09-04
  • S65 Uniform Investment Adviser Law Examination
    1999-07-28
  • S63 Uniform Securities Agent State Law Examination
    1998-09-04
Designations

View on SEC IAPD

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