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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-16 |
Branch Locations
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
2211 Michelson Dr Suite 1150, Irvine, CA 92612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tucson | AZ | 07/2021 | 07/2022 |
| Merrill Lynch | Phoenix | AZ | 06/2020 | 08/2020 |
| Phoenix Capital Group | Scottsdale | AZ | 06/2018 | 08/2018 |
| Rita's Italian Ice | Glendale | AZ | 06/2015 | 07/2017 |
| University Of Arizona | Tucson | AZ | 08/2017 | 05/2021 |
| Student | Glendale | AZ | 07/2012 | 05/2017 |
| Bank Of America, N.A. | Tucson | AZ | 12/2021 | 07/2022 |
| Edward Jones | St Louis | MO | 07/2022 | 07/2025 |
| Ep Wealth Advisors, Llc | Irvine | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-08 |
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