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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-29 |
Branch Locations
4030 Lake Washington Blvd Ne Suite 305, Kirkland, WA 98033 • 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 |
|---|---|---|---|---|
| Golds Gym | Woodinville | WA | 06/2015 | 09/2016 |
| Bitter Face Vending | Seattle | WA | 05/2016 | 05/2018 |
| Willows Lodge | Woodinville | WA | 06/2018 | 08/2018 |
| Thrivent Investment Management Inc | Olympia | WA | 08/2019 | 09/2020 |
| University Of Washington | Seattle | WA | 08/2018 | 08/2019 |
| Thrivent Financial | Appleton | WI | 08/2019 | 02/2020 |
| Thrivent Financial | Appleton | WI | 02/2020 | 09/2020 |
| Keybank | Kirkland | WA | 09/2020 | 08/2021 |
| Key Investment Services | Kirkland | WA | 10/2020 | 08/2021 |
| Pathstone | Bellevue | WA | 08/2021 | 04/2025 |
| Ep Wealth Advisors, Llc. | Torrance | CA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-10-23 |
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