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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-23 |
| CA | RA | APPROVED | 2026-01-09 |
| OR | RA | APPROVED | 2026-01-09 |
Branch Locations
2035 Madrona Ave Se Ste 100 Po Box 4551, Salem, OR 97302 • United States
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grand Canyon University | Phoenix | AZ | 08/2016 | 01/2017 |
| Small Business Accounting And Tax | Phoenix | AZ | 02/2017 | 04/2017 |
| Dkor Construction | Salem | OR | 05/2017 | 08/2017 |
| Grand Canyon University | Phoenix | AZ | 08/2017 | 04/2018 |
| Equity Methods | Scottsdale | AZ | 06/2018 | 09/2018 |
| Versant Capital Management | Phoenix | AZ | 12/2018 | 09/2019 |
| Clearview Wealth Advisors, Llc | Salem | OR | 10/2019 | 06/2026 |
| Ep Wealth Advisors, Llc | Salem | OR | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-01 |
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