Michelle Ann James

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-03-24
CO	RA	APPROVED	2026-03-24

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Douglas County School District	Castle Rock	CO	07/2016	06/2018
Mixing Bowl Cookie Dough, Llc	Aurora	CO	06/2018	07/2020
Charles Schwab & Co	Lone Tree	CO	07/2020	01/2021
Douglas County School District	Douglas County	CO	03/2021	01/2022
Colorado Department Of Homeland Security And Emergency Managemen	Centennial	CO	04/2022	05/2023
Ep Wealth Advisors, Llc	Denver	CO	05/2023	11/2025
Ep Wealth Advisors, Llc	Denver	CO	12/2025	Present

07/2016 → 06/2018

Douglas County School District

Castle Rock, CO
06/2018 → 07/2020

Mixing Bowl Cookie Dough, Llc

Aurora, CO
07/2020 → 01/2021

Charles Schwab & Co

Lone Tree, CO
03/2021 → 01/2022

Douglas County School District

Douglas County, CO
04/2022 → 05/2023

Colorado Department Of Homeland Security And Emergency Managemen

Centennial, CO
05/2023 → 11/2025

Ep Wealth Advisors, Llc

Denver, CO
12/2025 → Present

Ep Wealth Advisors, Llc

Denver, CO

Other Firms