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Kristina Marie Ventura

Ep Wealth Advisors

Torrance, CA

San Fransisco, 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 2025-10-08
  • CA RA
    APPROVED
    Since 2025-10-08

Branch Locations

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

350 Townsend St #411, San Fransisco, CA 94107 • 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
Ep Wealth Advisors, Llc San Fransisco CA 03/2025 Present
Peninsula Wealth, Llc San Francisco CA 02/2014 03/2025
  • 03/2025 → Present
    Ep Wealth Advisors, Llc
    San Fransisco, CA
  • 02/2014 → 03/2025
    Peninsula Wealth, Llc
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-12-12
S66 Uniform Combined State Law Examination 2000-10-04
  • S65 Uniform Investment Adviser Law Examination
    2011-12-12
  • S66 Uniform Combined State Law Examination
    2000-10-04

View on SEC IAPD

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