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Zachary Pidgeon

Ep Wealth Advisors

Torrance, CA

Raleigh, NC

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Current Employers
Ep Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-04-27
CA RA APPROVED 2026-04-22
  • NC RA
    APPROVED
    Since 2026-04-27
  • CA RA
    APPROVED
    Since 2026-04-22

Branch Locations

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

421 Fayetteville St #1100, Raleigh, NC 27601 • 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
Duke Athletics Durham NC 07/2016 06/2022
Postmates Llc Raleigh NC 03/2020 08/2020
Cetera Advisor Networks Llc El Segundo CA 03/2021 04/2024
Cetera Advisors Llc St Cloud MN 03/2023 04/2026
Ccr Wealth Management Clifton Park NY 03/2023 04/2026
Cetera Investment Advisers Llc Schaumburg IL 06/2023 04/2026
Ep Wealth Advisors, Llc Raleigh NC 04/2026 Present
  • 07/2016 → 06/2022
    Duke Athletics
    Durham, NC
  • 03/2020 → 08/2020
    Postmates Llc
    Raleigh, NC
  • 03/2021 → 04/2024
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 03/2023 → 04/2026
    Cetera Advisors Llc
    St Cloud, MN
  • 03/2023 → 04/2026
    Ccr Wealth Management
    Clifton Park, NY
  • 06/2023 → 04/2026
    Cetera Investment Advisers Llc
    Schaumburg, IL
  • 04/2026 → Present
    Ep Wealth Advisors, Llc
    Raleigh, NC
Previous Registrations
  • 2023-06-29 → 2026-05-01
    Cetera Investment Advisers Llc
    Raleigh, NC
    Raleigh, NC
    Clifton Park, NY
  • 2023-03-14 → 2024-03-21
    Cetera Advisors Llc
    Raleigh, NC
    Land O Lakes, FL
    Clifton Park, NY
  • 2021-08-12 → 2023-06-29
    Cetera Wealth Services, Llc
    Raleigh, NC
    Clifton Park, NY
    Raleigh, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-08
S63 Uniform Securities Agent State Law Examination 2021-05-20
  • S65 Uniform Investment Adviser Law Examination
    2021-07-08
  • S63 Uniform Securities Agent State Law Examination
    2021-05-20
Designations
Other Names
  • Zach Pidgeon

View on SEC IAPD

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