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Nicholas Mitchell Burton

Ep Wealth Advisors

San Diego, CA

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 2025-06-12
  • CA RA
    APPROVED
    Since 2025-06-12

Branch Locations

3655 Nobel Dr, Suite 200, San Diego, CA 92122 • 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
Camas High School Camas WA 08/2014 01/2018
7-Eleven Vancouver WA 01/2018 08/2018
Jiffy Lube Portland OR 05/2019 07/2019
Safeway Camas WA 07/2019 08/2019
Texas Tech University Lubbock TX 08/2018 08/2021
Unemployed N/A OR 08/2021 08/2022
Scion Lubbock TX 07/2022 08/2022
Camelback Strategy Group Lubbock TX 08/2022 09/2022
Texas Tech University Lubbock TX 08/2022 08/2024
Unemployed N/A OR 08/2024 04/2025
Ep Wealth Advisors, Llc. San Diego CA 04/2025 Present
  • 08/2014 → 01/2018
    Camas High School
    Camas, WA
  • 01/2018 → 08/2018
    7-Eleven
    Vancouver, WA
  • 05/2019 → 07/2019
    Jiffy Lube
    Portland, OR
  • 07/2019 → 08/2019
    Safeway
    Camas, WA
  • 08/2018 → 08/2021
    Texas Tech University
    Lubbock, TX
  • 08/2021 → 08/2022
    Unemployed
    N/A, OR
  • 07/2022 → 08/2022
    Scion
    Lubbock, TX
  • 08/2022 → 09/2022
    Camelback Strategy Group
    Lubbock, TX
  • 08/2022 → 08/2024
    Texas Tech University
    Lubbock, TX
  • 08/2024 → 04/2025
    Unemployed
    N/A, OR
  • 04/2025 → Present
    Ep Wealth Advisors, Llc.
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-24
  • S65 Uniform Investment Adviser Law Examination
    2025-05-24

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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