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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-24 |
Branch Locations
892 Aerovista Pl Suite 220, San Luis Obispo, CA 93401 • 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 |
|---|---|---|---|---|
| Ep Wealth Advisors, Llc | San Luis Obispo | CA | 03/2024 | Present |
| Wacker Wealth Partners | San Luis Obispo | CA | 05/2016 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-23 |
| S66 | Uniform Combined State Law Examination | 2012-08-10 |
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