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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-03 |
| MI | RA | APPROVED | 2025-01-03 |
Branch Locations
135 W North St., Brighton, MI 48116 • United States
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Executive Wealth Management, Inc. | Brighton | MI | 01/2023 | 02/2023 |
| Fratarcangeli Wealth Management | Bloomfield Hills | MI | 05/2022 | 10/2022 |
| Student | Livonia | MI | 01/2015 | 12/2019 |
| Hillsdale College, Career Services | Hillsdale | MI | 01/2020 | 05/2022 |
| Unemployed | Livonia | MI | 10/2022 | 01/2023 |
| Executive Wealth Management, Inc. | Brighton | MI | 02/2023 | 12/2024 |
| Ep Wealth Advisors, Llc | Brighton | MI | 12/2024 | Present |
1) Pantheon Partners, LLC, Not Investment related, Livonia, MI 48152, LLC held with additional partners not actively running business through, Partner, 05/25/2022, 0 hours per month devoted, 0 hours per month devoted during securities trading, Partner 2) R&S Global Investment, Not investment related, Livonia, MI 48152, LLC held with additional partner not actively running business through, Partner, 08/03/2022, 0 hours per month devoted, 0 hours per month devoted during securities trading, Partner. 3) Executive Financial Planning, Investment Related, Brighton, Michigan, Fixed insurance sales, Insurance Agent, Start Date 12/08/2023, 12 hours per month devoted, 4 hours per month devoted during securities trading, Fixed Insurance sales 4) Hillsdale College Alumni Association, Not Investment Related, Hillsdale, MI, College Alumni Association, Volunteer Board Member, 09/22/2023, 4 hours per month devoted, 0 hours per month devoted during securities trading, serve as volunteer board member position. 5) Alpha Tau Omega Fraternity - Beta Kappa Chapter Alumni Board, Not Investment Related, Hillsdale, MI, Chairman, 06/10/2024, 4 hours per month devoted, 0 hours per month devoted during securities trading, assist with budgeting and capital campaigns. 6) Work Skills Foundation Board- Investment related; Address: 224 W Sibley St. Howell, MI 48843; platform where every individual can demonstrate their abilities, cultivate new skills, actively participate in the workforce, and experience the rewards of their achievements; Work Skills Foundation Board Treasurer; 1/22/2025; 4 hours per month during securities trading hours; Duties: Board treasurer and financial professional/advisor on the foundation's investment account, assist in reviewing foundation's financial statements
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-22 |
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