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Daniel Coye Weaver

Ep Wealth Advisors

Brighton, MI

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 2025-01-16
MI RA APPROVED 2025-01-16
  • CA RA
    APPROVED
    Since 2025-01-16
  • MI RA
    APPROVED
    Since 2025-01-16

Branch Locations

135 W North St., Brighton, MI 48116 • 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
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
  • 05/2011 → 06/2017
    Invest Financial Corporation
    Jackson, MI
  • 06/2011 → 12/2024
    Executive Wealth Management, Llc
    Brighton, MI
  • 06/2017 → 07/2023
    Private Client Services Llc
    Louisville, KY
  • 01/2025 → Present
    Ep Wealth Advisors, Llc
    Brighton, MI
Previous Registrations
  • 2011-06-22 → 2025-01-21
    Executive Wealth Management, Llc
    Brighton, MI
    Jackson, MI
  • 2011-05-24 → 2017-06-02
    Invest Financial Corporation
    Jackson, MI
  • 2010-12-22 → 2011-03-14
    Ann Arbor, MI
  • 2008-02-25 → 2010-09-16
    Addison, TX
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-02-21
S63 Uniform Securities Agent State Law Examination 2007-08-11
  • S65 Uniform Investment Adviser Law Examination
    2008-02-21
  • S63 Uniform Securities Agent State Law Examination
    2007-08-11

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