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Steven Terrell Mahan

Ep Wealth Advisors

Scottsdale, AZ

Torrance, CA

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Current Employers
Ep Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-01-20
CA RA APPROVED 2026-01-16
  • AZ RA
    APPROVED
    Since 2026-01-20
  • CA RA
    APPROVED
    Since 2026-01-16

Branch Locations

7328 East Deer Valley Road Suite 105, Scottsdale, AZ 85255 • 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
American Funds San Antonio TX 08/2015 07/2017
American Funds San Antonio TX 07/2017 02/2019
American Funds San Antonio TX 02/2019 01/2021
Capital Insight Partners Llc Scottsdale AZ 01/2021 12/2025
Ep Wealth Advisors, Llc Scottsdale AZ 01/2026 Present
  • 08/2015 → 07/2017
    American Funds
    San Antonio, TX
  • 07/2017 → 02/2019
    American Funds
    San Antonio, TX
  • 02/2019 → 01/2021
    American Funds
    San Antonio, TX
  • 01/2021 → 12/2025
    Capital Insight Partners Llc
    Scottsdale, AZ
  • 01/2026 → Present
    Ep Wealth Advisors, Llc
    Scottsdale, AZ
Previous Registrations
  • 2021-02-24 → 2026-01-02
    Capital Insight Partners, Llc
    Scottsdale, AZ
  • 2015-12-22 → 2021-01-10
    Capital Client Group, Inc.
    San Antonio, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-22
S63 Uniform Securities Agent State Law Examination 2015-09-25
  • S65 Uniform Investment Adviser Law Examination
    2015-12-22
  • S63 Uniform Securities Agent State Law Examination
    2015-09-25
Designations
Other Names
  • Steven Mahan

View on SEC IAPD

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Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

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