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479 S Marengo Ave, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-22 |
Branch Locations
Costa Mesa, CA • United States
479 S Marengo Ave, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ep Wealth Advisors, Llc | Torrance | CA | 01/2019 | 05/2023 |
| Biola University | La Mirada | CA | 08/2018 | 12/2018 |
| New Life Irvine | Irvine | CA | 09/2018 | 11/2018 |
| Producepay | Los Angeles | CA | 05/2018 | 08/2018 |
| Second Spectrum | Los Angeles | CA | 03/2017 | 05/2018 |
| One Degree Advisors | San Diego | CA | 06/2017 | 07/2017 |
| Regal Entertainment Group | Visalia | CA | 05/2016 | 02/2017 |
| Lpl Financial Llc | Fountain Valley | CA | 10/2023 | 03/2025 |
| Unemployed | Fountain Valley | CA | 06/2023 | 09/2023 |
| Ep Wealth Advisors, Llc | Torrance | CA | 03/2025 | 04/2026 |
| Foundry Financial Llc | Costa Mesa | CA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-02 |
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