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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-11 |
| OR | RA | APPROVED | 2024-11-11 |
| WA | RA | APPROVED | 2021-02-10 |
Branch Locations
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
3 Lagoon Drive Suite 190, Redwood City, CA 94065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newfocus Financial Group, Llc | San Mateo | CA | 05/2016 | 01/2021 |
| Ep Wealth Advisors | Redwood City | CA | 01/2021 | 02/2026 |
| Ep Wealth Advisors, Llc | Redwood City | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-04-07 |
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