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Brooke Wadsworth

Ep Wealth Advisors

St. George, UT

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 2024-07-23
UT RA APPROVED 2022-06-21
  • CA RA
    APPROVED
    Since 2024-07-23
  • UT RA
    APPROVED
    Since 2022-06-21

Branch Locations

50 E 100 S Suite 101, St. George, UT 84770 • 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
Vantage Advisors, Llc St George UT 10/2019 05/2022
Uhy Advisors Mi, Inc. Sterling Heights MI 09/2015 09/2019
Ep Wealth Advisors, Llc Torrance CA 05/2022 Present
  • 10/2019 → 05/2022
    Vantage Advisors, Llc
    St George, UT
  • 09/2015 → 09/2019
    Uhy Advisors Mi, Inc.
    Sterling Heights, MI
  • 05/2022 → Present
    Ep Wealth Advisors, Llc
    Torrance, CA
Previous Registrations
  • 2020-06-08 → 2022-06-24
    Vantage Advisors, Llc
    St. George, UT
Other Businesses

(1) Kemar, LLC, investment related, 50 E 100 S #101 St. George, UT 84770, real estate investment, Member, Aug 2021, 1-2 hrs per wk.; (3) Firelight Development, Inc, 1404 W SunRiver Pkwy Ste 250 St. George, UT 84790, real estate investment, Shareholder, Aug 2021, 1-2 hrs per wk

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-08
  • S65 Uniform Investment Adviser Law Examination
    2020-06-08
Other Names
  • Brooke Jensen

View on SEC IAPD

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