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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-22 |
| CA | RA | APPROVED | 2026-01-21 |
Branch Locations
7328 East Deer Valley Road Suite 105, Scottsdale, AZ 85255 • 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 |
|---|---|---|---|---|
| Capital Insight Partners, Llc | Scottsdale | AZ | 08/2008 | 12/2025 |
| Foothill Securities, Inc. | Scottsdale | AZ | 03/2011 | 12/2016 |
| Securities America, Inc. | Scottsdale | AZ | 12/2016 | 12/2016 |
| Ms Howells & Co | Scottsdale | AZ | 12/2016 | 12/2025 |
| Ep Wealth Advisors, Llc | Scottsdale | AZ | 01/2026 | Present |
Black Cat, LLC, Not investment related, 2007 W Skinner Dr Phoenix, AZ 85085, Real Estate Ownership, Role: Owner, 1hr/week outside trading hours, Landlord duties. Start Jan 1 2026 Scottsdale Ridge Office Condo Association, Not investment related, 7328 E Deer Valley Rd, Ste 105, Scottsdale, AZ 85255, Board Member of office condo association board helping with rules and guidelines for office space. Start Jan 2018, 1hr/week outside trading hours,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-04 |
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