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Inactive

Ryan Christopher Collette

Ep Wealth Advisors

Torrance, CA

Irvine, CA

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Current Employers
Ep Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-10
  • CA RA
    APPROVED
    Since 2025-12-10

Branch Locations

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

2211 Michelson Dr Suite 1150, Irvine, CA 92612 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Polaris Greystone Financial Group, Llc San Rafael CA 11/2015 06/2018
Polaris Greystone Financial Group, Llc San Rafael CA 06/2018 06/2020
Polaris Wealth Advisory Group, Llc San Rafael CA 06/2020 11/2023
Rwa Wealth Partners, Llc Newton MA 11/2023 09/2025
Ep Wealth Advisors, Llc Irvine CA 10/2025 Present
  • 11/2015 → 06/2018
    Polaris Greystone Financial Group, Llc
    San Rafael, CA
  • 06/2018 → 06/2020
    Polaris Greystone Financial Group, Llc
    San Rafael, CA
  • 06/2020 → 11/2023
    Polaris Wealth Advisory Group, Llc
    San Rafael, CA
  • 11/2023 → 09/2025
    Rwa Wealth Partners, Llc
    Newton, MA
  • 10/2025 → Present
    Ep Wealth Advisors, Llc
    Irvine, CA
Previous Registrations
  • 2023-11-03 → 2025-10-01
    Rwa Wealth Partners
    San Rafael, CA
    Boston, MA
    Costa Mesa, CA
  • 2015-12-15 → 2023-11-07
    Polaris Wealth Advisory Group
    Irvine, CA
    San Rafael, CA
    Costa Mesa, CA
  • 2013-07-30 → 2015-11-17
    Wescom Financial Services
    Ontario, CA
    Pasadena, CA
    West Covina, CA
    Arcadia, CA
    Glendora, CA
  • 2012-07-13 → 2013-07-19
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-07-12
  • S66 Uniform Combined State Law Examination
    2012-07-12
Other Names
  • Ryan Collette

View on SEC IAPD

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