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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-16 |
| MI | RA | APPROVED | 2025-01-16 |
Branch Locations
135 W North St., Brighton, MI 48116 • 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 |
|---|---|---|---|---|
| Invest Financial Corporation | Jackson | MI | 05/2011 | 06/2017 |
| Executive Wealth Management, Llc | Brighton | MI | 06/2011 | 12/2024 |
| Private Client Services Llc | Louisville | KY | 06/2017 | 07/2023 |
| Ep Wealth Advisors, Llc | Brighton | MI | 01/2025 | Present |
1) BARKER-WEBER INSURANCE AGENCY; INVESTMENT RELATED; 2501 SPRING ARBOR RD, JACKSON, MI 49204; INSURANCE AGENCY; AGENT/PRESIDENT; 5/1/11; 120 HRS/MO, 15 HRS DURING TRADING. 2) EXECUTIVE WEALTH MANAGEMENT; INVESTMENT RELATED; 135 W. NORTH ST, BRIGHTON, MI 48116; INVESTMENT ADVISER REPRESENTATIVE; 06/2011; 160 HRS/MONTH DURING TRADING HOURS. 3) DCOYEZO, LLC, 135 W. NORTH ST, BRIGHTON, MI 48116, OWNER, DBA NAME FOR ADVISORY SERVICES OFFERED THROUGH EXECUTIVE WEALTH MANAGEMENT, LLC, 0 HOURS PER MONTH DEVOTED, DCOYEZO, LLC AND EXECUTIVE WEALTH MANAGEMENT, LLC ARE UNAFFILIATED FIRMS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-11 |
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