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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-26 |
| CO | RA | APPROVED | 2025-11-26 |
| TX | RA | APPROVED | 2024-07-10 |
Branch Locations
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
7800 E. Union Ave, Denver, CO 80237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Dallas | TX | 06/2019 | 01/2021 |
| Student | St. Louis | MO | 04/2019 | 06/2019 |
| Td Ameritrade | St. Louis | MO | 01/2019 | 04/2019 |
| Student | St. Louis | MO | 09/2018 | 01/2019 |
| Cibc | St. Louis | MO | 06/2018 | 08/2018 |
| Student | St. Louis | MO | 03/2018 | 06/2018 |
| Vineyard Vines | St. Louis | MO | 09/2017 | 03/2018 |
| Student | St. Louis | MO | 08/2016 | 09/2017 |
| Crewe Advisors | Salt Lake City | UT | 02/2021 | 05/2021 |
| Ep Wealth Advisors, Llc. | Littleton | CO | 01/2023 | 04/2026 |
| Valeo Financial Advisors | Centennial | CO | 06/2021 | 11/2022 |
| Unemployed | Monument | CO | 11/2022 | 01/2023 |
| Ep Wealth Advisors, Llc | Littleton | CO | 04/2026 | Present |
Dauntless Financial, LLC.; 5383 Dunraven Circle Golden, CO 80403., Trust Admin family office., position: Silent Owner., Start Date: 01/01/2023., 0 hours/month or during trading hours., Has 10% ownership with no management responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-29 |
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