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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| WA | RA | APPROVED | 2023-08-11 |
Branch Locations
410 W 12Th Street, Vancouver, WA 98660 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Charlotte | NC | 08/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 09/2019 |
| Fisher Investments | Camas | WA | 10/2019 | 07/2023 |
| Ep Wealth Advisors, Llc. | Torrance | CA | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-02 |
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