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Current Employers
Ep Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-07-17
CO RA APPROVED 2018-07-17
  • CA RA
    APPROVED
    Since 2018-07-17
  • CO RA
    APPROVED
    Since 2018-07-17

Branch Locations

8081 Shaffer Parkway, Suite 4, Littleton, CO 80127 • United States

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • 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
Sfmg Wealth Advisors Plano TX 06/2013 11/2016
Sfmg Wealth Advisors Plano TX 12/2016 04/2018
Ep Wealth Advisors Torrance CA 05/2018 Present
  • 06/2013 → 11/2016
    Sfmg Wealth Advisors
    Plano, TX
  • 12/2016 → 04/2018
    Sfmg Wealth Advisors
    Plano, TX
  • 05/2018 → Present
    Torrance, CA
Designations

View on SEC IAPD

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