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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 07/2020 | 03/2021 |
| Target Corporation | Minneapolis | MN | 03/2020 | 05/2020 |
| Cal Polytechnic State University | San Luis Obispo | CA | 09/2019 | 03/2020 |
| Millennium Management | New York | NY | 06/2019 | 09/2019 |
| Cal Polytechnic State University | San Luis Obispo | CA | 09/2018 | 06/2019 |
| San Luis Obispo Blues | San Luis Obispo | CA | 04/2018 | 09/2018 |
| Cal Polytechnic State University | San Luis Obispo | CA | 09/2017 | 04/2018 |
| Canyon Design Build | Oakland | CA | 06/2017 | 09/2019 |
| Cal Polytechnic State University | San Luis Obispo | CA | 09/2016 | 06/2017 |
| Brazillian Soccer Camp | Berkeley | CA | 06/2016 | 09/2016 |
| Sanford C. Bernstein & Co., Llc | San Francisco | CA | 04/2021 | 05/2024 |
| Lido Advisors, Llc | Los Angeles | CA | 06/2024 | 05/2026 |
| Ep Wealth Advisors, Llc | Torrance | CA | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-20 |
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