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Griffin Clark Lake

Ep Wealth Advisors

Vancouver, WA

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 2024-01-25
WA RA APPROVED 2024-01-25
  • CA RA
    APPROVED
    Since 2024-01-25
  • WA RA
    APPROVED
    Since 2024-01-25

Branch Locations

410 W 12Th St, Vancouver, WA 98660 • 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
Ameriprise Financial Services Llc Vancouver WA 08/2021 01/2024
Utah Valley University Orem UT 06/2021 08/2021
Ameriprise Financial Services Llc Sandy UT 11/2020 06/2021
Utah Valley University Orem UT 08/2020 11/2020
Wells Fargo Advisors Salt Lake City UT 07/2020 08/2020
Mountain America Credit Union Orem UT 08/2018 07/2020
Conservice Logan UT 01/2018 08/2018
Utah State University Logan UT 07/2017 01/2018
The Church Of Jesus Christ Of Latter Day Saints Antananarivo 07/2015 07/2017
Financial Insight Center Salt Lake City UT 06/2019 08/2019
Ep Wealth Advisors, Llc Vancouver WA 01/2024 Present
  • 08/2021 → 01/2024
    Ameriprise Financial Services Llc
    Vancouver, WA
  • 06/2021 → 08/2021
    Utah Valley University
    Orem, UT
  • 11/2020 → 06/2021
    Ameriprise Financial Services Llc
    Sandy, UT
  • 08/2020 → 11/2020
    Utah Valley University
    Orem, UT
  • 07/2020 → 08/2020
    Wells Fargo Advisors
    Salt Lake City, UT
  • 08/2018 → 07/2020
    Mountain America Credit Union
    Orem, UT
  • 01/2018 → 08/2018
    Conservice
    Logan, UT
  • 07/2017 → 01/2018
    Utah State University
    Logan, UT
  • 07/2015 → 07/2017
    The Church Of Jesus Christ Of Latter Day Saints
    Antananarivo
  • 06/2019 → 08/2019
    Financial Insight Center
    Salt Lake City, UT
  • 01/2024 → Present
    Ep Wealth Advisors, Llc
    Vancouver, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-02
  • S66 Uniform Combined State Law Examination
    2023-05-02
Designations
Other Names
  • Griffin Lake

View on SEC IAPD

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