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Inactive

Tyler Mcsween

Ep Wealth Advisors

Redwood City, CA

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 2024-12-04
  • CA RA
    APPROVED
    Since 2024-12-04

Branch Locations

3 Lagoon Dr # 190, Redwood City, CA 94065 • United States

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
Schoettle Financial San Diego CA 01/2020 03/2020
Student At San Diego State University San Diego CA 08/2016 05/2020
Unemployed Hidden Valley Lake CA 05/2020 09/2020
First Republic Investment Management San Francisco CA 09/2020 06/2021
Unemployed San Diego CA 06/2021 09/2021
Ep Wealth Advisors Walnut Creek CA 09/2021 08/2023
Ep Wealth Advisors Walnut Creek CA 08/2023 01/2025
Ep Wealth Advisors, Llc Redwood City CA 01/2025 Present
  • 01/2020 → 03/2020
    Schoettle Financial
    San Diego, CA
  • 08/2016 → 05/2020
    Student At San Diego State University
    San Diego, CA
  • 05/2020 → 09/2020
    Unemployed
    Hidden Valley Lake, CA
  • 09/2020 → 06/2021
    First Republic Investment Management
    San Francisco, CA
  • 06/2021 → 09/2021
    Unemployed
    San Diego, CA
  • 09/2021 → 08/2023
    Ep Wealth Advisors
    Walnut Creek, CA
  • 08/2023 → 01/2025
    Ep Wealth Advisors
    Walnut Creek, CA
  • 01/2025 → Present
    Ep Wealth Advisors, Llc
    Redwood City, CA
Designations

View on SEC IAPD

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Other Investors

JOSEPH CAPPELLO SANTOMIERI
JON NICHOLAS PETTINELLI
RICHARD MANUEL RODRIGUEZ
RENATA KARIN CARICO
Luke Thomas Mokma
Samantha Rene Mokma
Diana Pastrana
NORA KHACHATRYA GASPARYAN

Other Offices

STRATOS WEALTH PARTNERS, LTD · Redwood City, CA
STRATOS WEALTH PARTNERS, LTD · Redwood City, CA
ALLSTATE FINANCIAL ADVISORS, LLC · Redwood City, CA
OSAIC WEALTH, INC. · REDWOOD CITY, CA
NEPC, LLC · Redwood City, CA
AINA CLIMATE AI VENTURES, LLC · REDWOOD CITY, CA
OSAIC INSTITUTIONS, INC. · Redwood City, CA
1ST COURSE CAPITAL MANAGEMENT, LLC · REDWOOD CITY, CA

More in Redwood City, CA

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