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Colton Peck

Ep Wealth Advisors

Salt Lake City, UT

Torrance, CA

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Current Employers
Ep Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-01-11
CA RA APPROVED 2024-01-10
  • UT RA
    APPROVED
    Since 2024-01-11
  • CA RA
    APPROVED
    Since 2024-01-10

Branch Locations

3115 S 3110 E Ste 100, Salt Lake City, UT 84121 • 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
Ep Wealth Advisors, Llc Torrance CA 10/2023 Present
Zions Bancorporation, N.A. Salt Lake City UT 05/2018 09/2023
Utah Valley University Orem UT 01/2018 05/2019
Utah Valley University Orem UT 07/2016 05/2018
Smiths Orem UT 12/2016 09/2017
Utah Valley University Orem UT 08/2016 12/2019
  • 10/2023 → Present
    Ep Wealth Advisors, Llc
    Torrance, CA
  • 05/2018 → 09/2023
    Zions Bancorporation, N.A.
    Salt Lake City, UT
  • 01/2018 → 05/2019
    Utah Valley University
    Orem, UT
  • 07/2016 → 05/2018
    Utah Valley University
    Orem, UT
  • 12/2016 → 09/2017
    Smiths
    Orem, UT
  • 08/2016 → 12/2019
    Utah Valley University
    Orem, UT
Designations

View on SEC IAPD

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