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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-03-27 |
Branch Locations
6701 Democracy Blvd #300, Bethesda, MD 20817 • 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 |
|---|---|---|---|---|
| H. Beck, Inc. | Rockville | MD | 05/2010 | 01/2017 |
| Divergent Planning, Llc | Bethesda | MD | 01/2017 | 04/2026 |
| Ep Wealth Advisors, Llc | Bethesda | MD | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-12 |
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