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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-28 |
Branch Locations
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
18301 Von Karman Ave #1050, Irvine, CA 92612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zanolas Gran And Seed | Stratford | CA | 05/2014 | 05/2019 |
| Kelly Slater Wave Pool | Lenmoore | CA | 02/2019 | 05/2019 |
| Lemoore Stadium Cinemas | Lenmoore | CA | 09/2018 | 06/2019 |
| Updigital | North Hollywood | CA | 05/2020 | 04/2021 |
| Trilogy Financial | Huntington Beach | CA | 06/2021 | 05/2022 |
| Ep Wealth Advisors | Torrance | CA | 01/2020 | 03/2020 |
| Ep Wealth Advisors | Irvine | CA | 10/2022 | 02/2026 |
| Unemployed | Lenmoore | CA | 06/2019 | 12/2019 |
| Unemployed | Lenmoore | CA | 05/2022 | 10/2022 |
| Ep Wealth Advisors, Llc | Irvine | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-28 |
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