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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-25 |
| WA | RA | APPROVED | 2024-01-25 |
Branch Locations
410 W 12Th St, Vancouver, WA 98660 • United States
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-02 |
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