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Scott Alexander Freeman

Ep Wealth Advisors

Torrance, CA

Nashville, TN

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Current Employers
Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-02-10
AL RA APPROVED 2025-02-07
CA RA APPROVED 2025-02-07
NE RA APPROVED 2025-02-07
NC RA APPROVED 2025-02-07
TX RA APPROVED 2025-02-07
  • TN RA
    APPROVED
    Since 2025-02-10
  • AL RA
    APPROVED
    Since 2025-02-07
  • CA RA
    APPROVED
    Since 2025-02-07
  • NE RA
    APPROVED
    Since 2025-02-07
  • NC RA
    APPROVED
    Since 2025-02-07
  • TX RA
    APPROVED
    Since 2025-02-07

Branch Locations

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

4515 Harding Pike. Suite 300, Nashville, TN 37205 • 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
Wells Fargo Advisors Financial Network, Llc Nashville TN 11/2015 05/2018
Criterion Capital Advisors Llc Nashville TN 06/2018 01/2025
Wells Fargo Advisors Financial Network, Llc Nashville TN 01/2017 05/2018
Criterion Capital Advisors Llc Member TN 01/2018 01/2025
Ep Wealth Advisors, Llc Nashville TN 01/2025 Present
Previous Registrations
  • 2018-06-01 → 2025-03-28
    Criterion Capital Advisors Llc
    Nashville, TN
  • 2017-01-13 → 2018-06-01
    Wells Fargo Advisors Financial Network, Llc
    Nashville, TN
  • 2012-08-29 → 2015-11-17
    Centennial Wealth Management Llc
    Nashville, TN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-02-14
S65 Uniform Investment Adviser Law Examination 2012-06-02
  • S63 Uniform Securities Agent State Law Examination
    2017-02-14
  • S65 Uniform Investment Adviser Law Examination
    2012-06-02
Designations

View on SEC IAPD

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CHARLES SCHWAB & CO., INC. · Torrance, CA
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