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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-12-15 |
Branch Locations
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
3131 E Camelback Rd # 135, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 01/2016 | 09/2018 |
| Robert W Baird & Co., Incorporated | Scottsdale | AZ | 10/2018 | 11/2018 |
| Pinnacle Peak Private Client Group, Llc | Scottsdale | AZ | 01/2019 | 04/2019 |
| Bcg Securities, Inc. | Cherry Hill | NJ | 01/2019 | 04/2019 |
| Not Employed | Scottsdale | AZ | 04/2019 | 09/2019 |
| Next Financial Group | Scottsdale | AZ | 09/2019 | 10/2023 |
| Ep Wealth Advisors, Llc | Torrance | CA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-05 |
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