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Inactive

Austin Cole Loveland

Ep Wealth Advisors

St. George, 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
CA RA APPROVED 2025-07-29
UT RA APPROVED 2025-07-29
  • CA RA
    APPROVED
    Since 2025-07-29
  • UT RA
    APPROVED
    Since 2025-07-29

Branch Locations

50 E 100 S Suite 101, St. George, UT 84770 • 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
Sunwest Management St George UT 11/2016 08/2019
Soltis Investment Advisors St George UT 09/2019 01/2023
Ep Wealth Advisors, Llc St George UT 07/2025 Present
Soltis Investment Advisors St George UT 01/2023 07/2025
  • 11/2016 → 08/2019
    Sunwest Management
    St George, UT
  • 09/2019 → 01/2023
    Soltis Investment Advisors
    St George, UT
  • 07/2025 → Present
    Ep Wealth Advisors, Llc
    St George, UT
  • 01/2023 → 07/2025
    Soltis Investment Advisors
    St George, UT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-15
  • S65 Uniform Investment Adviser Law Examination
    2022-04-15
Other Names
  • Cole Loveland

View on SEC IAPD

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Other Investors

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Clifford K Peterson
Amy Terry
Eric Jon Andra
JAMES BRYAN WASHBURN
DAVID DEAN POLATIS
Tyler Preston Eliason
KEVIN DEVONTE RORIE

Other Offices

CHARLES SCHWAB & CO., INC. · St. George, UT
LPL FINANCIAL LLC · ST GEORGE, UT
MANAGED WEALTH ADVANTAGE, LLC · SAINT GEORGE, UT
CETERA INVESTMENT ADVISERS LLC · St George, UT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · St. George, UT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Saint George, UT
WMX ADVISORS, LLC DBA WEALTH MANAGEMENT EXPERIENCE · SAINT GEORGE, UT
SURGE CAPITAL LLC · ST. GEORGE, UT

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