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Daniel Douglas Potter

Ep Wealth Advisors

Boise, ID

Torrance, CA

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Current Employers
Ep Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-12
ID RA APPROVED 2025-06-11
  • CA RA
    APPROVED
    Since 2025-06-12
  • ID RA
    APPROVED
    Since 2025-06-11

Branch Locations

802 W Bannock St Ste 100, Boise, ID 83702 • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Boise State University Boise ID 07/2014 06/2022
Tbfm, Llp Dba Buffington Mohr Mcneal Boise ID 07/2022 05/2025
Ep Wealth Advisors, Llc. Torrance CA 05/2025 Present
  • 07/2014 → 06/2022
    Boise State University
    Boise, ID
  • 07/2022 → 05/2025
    Tbfm, Llp Dba Buffington Mohr Mcneal
    Boise, ID
  • 05/2025 → Present
    Ep Wealth Advisors, Llc.
    Torrance, CA
Previous Registrations
  • 2022-10-21 → 2025-06-27
    Buffington Mohr Mcneal
    Boise, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-21
S63 Uniform Securities Agent State Law Examination 2006-10-11
  • S65 Uniform Investment Adviser Law Examination
    2022-10-21
  • S63 Uniform Securities Agent State Law Examination
    2006-10-11

View on SEC IAPD

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APOLLON WEALTH MANAGEMENT, LLC

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ANDREW MELVIN BARTON
Joshua Levi Moffis
GARY LEE BARTON
KIMBERLY MICHELLE SHURTLEFF
Andressa Diana Warn
Daniel Hanlon Weeder

Other Offices

INTEGRATED ADVISORS · BOISE, ID
GEM STATE INVESTMENT ADVISORS · BOISE, ID
THE ASSET CONSULTING GROUP, INC · BOISE, ID
STATE FARM INVESTMENT MANAGEMENT CORP. · Boise, ID
ARRIEN INVESTMENTS, INC. · BOISE, ID
LPL FINANCIAL LLC · BOISE, ID
U.S. BANCORP ADVISORS, LLC · Boise, ID
APOLLON WEALTH MANAGEMENT, LLC · BOISE, ID

More in Boise, ID

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