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615 S. Main Street Suite A, Templeton, CA 93465 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-23 |
Branch Locations
1212 Marsh Street Suite 2, San Luis Obispo, CA 93401 • United States
615 S. Main Street Suite A, Templeton, CA 93465 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Year | Seattle | WA | 07/2015 | 06/2017 |
| Unemployed | Pismo Beach | CA | 07/2017 | 02/2018 |
| Wacker Wealth Partners | San Luis Obispo | CA | 02/2018 | 03/2024 |
| Ep Wealth Advisors, Llc | San Luis Obispo | CA | 03/2024 | 10/2025 |
| Corvus Wealth Advisors Llc | San Luis Obispo | CA | 10/2025 | Present |
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