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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-04 |
| ID | RA | APPROVED | 2024-07-23 |
| TX | RA | APPROVED | 2024-07-23 |
| UT | RA | APPROVED | 2020-10-22 |
Branch Locations
3115 East Lion Lane, Suite 100, Salt Lake City, UT 84121 • 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 |
|---|---|---|---|---|
| The Insight Group Insurance Agency, Llc | Salt Lake City | UT | 01/2014 | 09/2020 |
| Financial Insight Center | Logan | UT | 01/2014 | 09/2020 |
| Ep Wealth Advisors | Salt Lake City | UT | 10/2020 | 02/2026 |
| Ep Wealth Advisors, Llc | Salt Lake City | UT | 02/2026 | Present |
Name: KLR Outdoors Investment Related: No Address: 3236 S 5750 W, Wellsville UT 84339 Nature: Sell and broker hunts and outdoor adventures. Professional Hunt Videos and podcast Position: Owner Title: Owner Start Date: Jan 2024 Hours/Month: 24 Hours devoted during trading hours: 0 Duties: Hold podcasts to hear others outdoor adventures.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-06 |
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