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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-02-04 |
Branch Locations
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 |
|---|---|---|---|---|
| Ep Wealth Advisors | Torrance | CA | 01/2016 | 01/2018 |
| Ep Wealth Advisors, Llc | Torrance | CA | 01/2018 | 09/2022 |
| Ep Wealth Advisors, Llc | Torrance | CA | 09/2022 | 06/2026 |
| Ep Wealth Advisors, Llc | Torrance | CA | 07/2026 | Present |
Name: Certified Financial Planner Board Of Standards, Inc Investment Related: Yes Address: 1425 K Street NW #800, Washington, DC 20005. Nature: CFP Board Position: CFP Ambassador and CFP WIN Council Member Title: CFP Ambassador and CFP WIN Council Member Start Date: 01/2019 Hours/Month: 4 Hours devoted during trading hours: 4 Duties: Through the CFP Board, I participate as a CFP Ambassador and a member of the CFP WIN Council. As an ambassador, I write blogs for Letsmakeaplan.org, promote CFP content on social media, and participate in PR requests. As a member of the WIN Council, I meet with them quarterly to discuss ways to continue to promote bringing more women into the profession. Name: AlphaSights Ltd. Investment Related: No Address:350 Madison Ave, 12th Floor, New York, NY 10017, United States Nature: Consulting company who reaches out on items pertaining to financial services industry. Position: Consultant Title: Consultant Start Date: 07/2023 Hours/Month: 4 Hours devoted during trading hours: 2 Duties: Responding to consultations or surveys based on industry knowledge. Name: Guidepoint Global, LLC Investment Related: No Address: 675 Avenue of the Americas, New York, NY 10010 Nature: Consulting company that reaches out for consulting requests on items pertaining to the financial services industry. Position: Consultant Title: Consultant Start Date: 07/2023 Hours/Month: 4 Hours devoted during trading hours: 2 Duties: Participating in consultations on relevant financial services inquiries. Name: Capvision Partners Investment Related: No Address: 500 5th Avenue, 18th Floor | New York, NY 10110 Nature: Consulting firm Position: Consultant Title: Consultant Start Date: 01/2026 Hours/Month: 4 Hours devoted during trading hours: 0 Duties: Be available for calls when they want to speak to customers of RIA's or different vendors/solutions I am familiar with.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-20 |
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