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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-04 |
| VA | RA | APPROVED | 2024-07-05 |
| DE | RA | APPROVED | 2023-08-08 |
| PA | RA | APPROVED | 2023-08-08 |
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 |
|---|---|---|---|---|
| Warren Financial Service | Exton | PA | 03/2012 | 11/2022 |
| Ep Wealth Advisors, Llc. | Torrance | CA | 11/2022 | Present |
Good Works, Inc.; Not investment-related; Address: 544 E. Lincoln Hwy. Coatesville, PA 19320; Nature of Business: Non-profit home repair and reach out; Position:Member of the board of Directors & member of the fundraising committee; Start Date: 06/01/2022; Approx # of hours/month devoted to business: Approx. 10 hours permonth; Approx. # of hours devoted to business during trading hours: On occasion will participate in board meeting during firm business hours; Duties relating to otherbusiness: Actively participate in workdays and serve as a member of the board of directors and member of the fundraising committee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-24 |
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