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Kayla Nicole Folts

Ep Wealth Advisors

Torrance, 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 2025-04-25
  • CA RA
    APPROVED
    Since 2025-04-25

Branch Locations

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • 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
University Of Southern California Los Angeles CA 06/2016 05/2020
Mathnasium Altadena CA 06/2018 10/2018
Usc Student Athlete Academic Services Los Angeles CA 07/2019 05/2020
Unemployment Los Angeles CA 05/2020 07/2020
Equitable Advisors Llc Los Angeles CA 07/2020 01/2021
Mass Mutual Life Insurance Company Los Angeles CA 01/2021 07/2021
Mml Investors Services, Llc Los Angeles CA 02/2021 07/2021
Lenox Advisors Los Angeles CA 01/2021 06/2021
Fidelity Investments Salt Lake City UT 07/2021 04/2025
Ep Wealth Advisors, Llc. Torrance CA 04/2025 Present
  • 06/2016 → 05/2020
    University Of Southern California
    Los Angeles, CA
  • 06/2018 → 10/2018
    Mathnasium
    Altadena, CA
  • 07/2019 → 05/2020
    Usc Student Athlete Academic Services
    Los Angeles, CA
  • 05/2020 → 07/2020
    Unemployment
    Los Angeles, CA
  • 07/2020 → 01/2021
    Equitable Advisors Llc
    Los Angeles, CA
  • 01/2021 → 07/2021
    Mass Mutual Life Insurance Company
    Los Angeles, CA
  • 02/2021 → 07/2021
    Mml Investors Services, Llc
    Los Angeles, CA
  • 01/2021 → 06/2021
    Lenox Advisors
    Los Angeles, CA
  • 07/2021 → 04/2025
    Fidelity Investments
    Salt Lake City, UT
  • 04/2025 → Present
    Ep Wealth Advisors, Llc.
    Torrance, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-02
  • S66 Uniform Combined State Law Examination
    2020-10-02

View on SEC IAPD

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Other Offices

CHARLES SCHWAB & CO., INC. · Torrance, CA
SOUTH BAY FINANCIAL PARTNERS · TORRANCE, CA
EP WEALTH ADVISORS · TORRANCE, CA
STRATOS WEALTH PARTNERS, LTD · Torrance, CA
EDWARD JONES · Torrance, CA
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