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Peter John Fry

Ep Wealth Advisors

Torrance, CA

Vancouver, WA

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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 2023-01-02
OR RA APPROVED 2023-01-02
WA RA APPROVED 2023-01-02
  • CA RA
    APPROVED
    Since 2023-01-02
  • OR RA
    APPROVED
    Since 2023-01-02
  • WA RA
    APPROVED
    Since 2023-01-02

Branch Locations

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

410 W. 12Th St., Vancouver, WA 98660 • 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
Kimsa Asset Management Llc Portland OR 03/2022 10/2022
Kimsa Asset Management Portland OR 12/2021 08/2022
Start Llc Ridgefield WA 01/2008 11/2021
Ep Wealth Advisors, Llc. Torrance CA 10/2022 Present
  • 03/2022 → 10/2022
    Kimsa Asset Management Llc
    Portland, OR
  • 12/2021 → 08/2022
    Kimsa Asset Management
    Portland, OR
  • 01/2008 → 11/2021
    Start Llc
    Ridgefield, WA
  • 10/2022 → Present
    Ep Wealth Advisors, Llc.
    Torrance, CA
Previous Registrations
  • 2022-06-15 → 2023-04-14
    Kimsa Asset Management Llc
    Vancouver, WA
Designations

View on SEC IAPD

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