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Kathleen Jutta Connors

Ep Wealth Advisors

Torrance, CA

Albuquerque, NM

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Current Employers
Ep Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2025-09-19
CA RA APPROVED 2025-09-17
  • NM RA
    APPROVED
    Since 2025-09-19
  • CA RA
    APPROVED
    Since 2025-09-17

Branch Locations

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

4801 Lang Av. Ne Suite #110, Albuquerque, NM 87109 • 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
Envision Wealth Planning Inc. Albuquerque NM 02/2021 09/2022
Trilumina Corporation Albuquerque NM 10/2019 10/2020
Cfv Solar Test Laboratory Albuquerque NM 10/2013 10/2019
Envision Wealth Planning Inc. Albuquerque NM 10/2020 02/2021
Better Money Decisions, Llc Santa Fe NM 10/2022 08/2025
Ep Wealth Advisors, Llc Albuquerque NM 08/2025 Present
  • 02/2021 → 09/2022
    Envision Wealth Planning Inc.
    Albuquerque, NM
  • 10/2019 → 10/2020
    Trilumina Corporation
    Albuquerque, NM
  • 10/2013 → 10/2019
    Cfv Solar Test Laboratory
    Albuquerque, NM
  • 10/2020 → 02/2021
    Envision Wealth Planning Inc.
    Albuquerque, NM
  • 10/2022 → 08/2025
    Better Money Decisions, Llc
    Santa Fe, NM
  • 08/2025 → Present
    Ep Wealth Advisors, Llc
    Albuquerque, NM
Previous Registrations
  • 2022-10-28 → 2025-11-13
    Better Money Decisions
    Santa Fe, NM
    Albuquerque, NM
    Albuquerque, NM
  • 2021-02-12 → 2022-10-10
    Envision Wealth Planning Inc.
    Chicago, IL
    Albuquerque, NM
    Chicago, IL
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-30
  • S65 Uniform Investment Adviser Law Examination
    2020-11-30
Designations
Other Names
  • Kathleen Connors Dowdy
  • Kathleen Connors Dowdy
  • Kathleen Dowdy
  • Kathleen Connors
  • Kathleen Jutta Connors Dowdy

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
AMERIPRISE FINANCIAL SERVICES, LLC · TORRANCE, CA
LPL FINANCIAL LLC · TORRANCE, CA
EDWARD JONES · TORRANCE, CA

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