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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-08 |
| PA | RA | APPROVED | 2025-10-08 |
Branch Locations
1215 W. Baltimore Pike Suite 8, Media, PA 19063 • 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 |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Radnor | PA | 09/2015 | 07/2021 |
| Univest Bank And Trust Co | Doylestown | PA | 07/2021 | 08/2025 |
| Girard Advisory Services, Llc | Doylestown | PA | 07/2021 | 08/2025 |
| Ep Wealth Advisors Llc | Philadelphia | PA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-15 |
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