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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-05 |
Branch Locations
3655 Nobel Dr. Suite 200, San Diego, CA 92122 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | San Diego | CA | 04/2014 | 12/2018 |
| Ep Wealth Advisors, Llc | Torrance | CA | 12/2018 | Present |
| Ep Wealth Advisors, Llc | Torrance | CA | 10/2021 | Present |
| Ep Wealth Advisors, Llc | Torrance | CA | 09/2024 | Present |
The Cambridge School ; investment related; 12855 Black Mountain Road, San Diego, CA 92129 ; Investment committee member; Nature: Understanding The Cambridge School's investment goals and how these objectives support The Cambridge School's mission. ; Start Date 7/29/2025; hours per week: Less than 1; can occur during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-17 |
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