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Matthew Akira Gale

Ep Wealth Advisors

Torrance, 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 2024-09-30
  • CA RA
    APPROVED
    Since 2024-09-30

Branch Locations

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • 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
Charles Schwab & Co., Inc. Brea CA 02/2016 12/2021
Charles Schwab Bank Brea CA 02/2016 12/2021
Brighton Jones Newport Beach CA 12/2021 01/2023
Steel Peak Wealth Management, Llc Woodland Hills CA 05/2023 09/2024
Unemployed Long Beach CA 01/2023 05/2023
Ep Wealth Advisors, Llc Torrance CA 09/2024 Present
  • 02/2016 → 12/2021
    Charles Schwab & Co., Inc.
    Brea, CA
  • 02/2016 → 12/2021
    Charles Schwab Bank
    Brea, CA
  • 12/2021 → 01/2023
    Brighton Jones
    Newport Beach, CA
  • 05/2023 → 09/2024
    Steel Peak Wealth Management, Llc
    Woodland Hills, CA
  • 01/2023 → 05/2023
    Unemployed
    Long Beach, CA
  • 09/2024 → Present
    Ep Wealth Advisors, Llc
    Torrance, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-10
  • S66 Uniform Combined State Law Examination
    2015-07-10
Designations
Other Names
  • Matt Gale

View on SEC IAPD

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Other Offices

CHARLES SCHWAB & CO., INC. · Torrance, CA
SOUTH BAY FINANCIAL PARTNERS · TORRANCE, CA
EP WEALTH ADVISORS · TORRANCE, CA
STRATOS WEALTH PARTNERS, LTD · Torrance, CA
EDWARD JONES · Torrance, CA
AMERIPRISE FINANCIAL SERVICES, LLC · TORRANCE, CA
LPL FINANCIAL LLC · TORRANCE, CA
EDWARD JONES · TORRANCE, CA

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