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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-04-22 |
Branch Locations
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
250 Lafayette Circle, Suite 203, Lafayette, CA 94549 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Walnut Creek | CA | 05/2016 | 03/2017 |
| Foresters Financial Services | Walnut Creek | CA | 03/2017 | 05/2017 |
| The Gardens At Heather Farms | Walnut Creek | CA | 04/2017 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Walnut Creek | CA | 05/2017 | 02/2019 |
| Bank Of America, N.A. | Walnut Creek | CA | 10/2017 | 02/2019 |
| Liberty Group Llc | Oakland | CA | 02/2019 | 09/2019 |
| Liberty Wealth Management Llc | Oakland | CA | 02/2019 | 09/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oakland | CA | 09/2019 | 04/2021 |
| Bank Of America, N.A. | Oakland | CA | 09/2019 | 04/2021 |
| Ep Wealth Advisors, Llc | Torrance | CA | 04/2021 | 01/2025 |
| Ep Wealth Advisors, Llc | Torrance | CA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-13 |
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