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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2026-03-17 |
| CA | RA | APPROVED | 2026-03-16 |
Branch Locations
136 Grant Ave, Santa Fe, NM 87501 • 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 |
|---|---|---|---|---|
| Longview Asset Management, Llc | Santa Fe | NM | 03/2025 | 03/2026 |
| Usda - Us Forest Service | Albuquerque | NM | 02/2023 | 03/2025 |
| Retirement Extender | Albuquerque | NM | 08/2022 | 02/2023 |
| Berkshire Hathaway Home Services | Pinehurst | NC | 06/2019 | 10/2021 |
| Woodforest National Bank | Aberdeen | NC | 07/2018 | 06/2019 |
| Starbucks | Southern Pines | NC | 10/2017 | 06/2018 |
| Evergreen Home Loans | Port Orchard | WA | 05/2017 | 10/2017 |
| Us Navy | Bremerton | WA | 10/2015 | 05/2017 |
| Penn State | University Park | PA | 11/2021 | 07/2022 |
| Ep Wealth Advisors, Llc | Santa Fe | NM | 01/2026 | Present |
Keeping Finance Personal; Not investment related; 1209 Mountain Rd PL NE, STE N Albuquerque, New Mexico, 87110; A financial literacy education business; Owner; Owner; October 20, 2025; 40; 0; I will offer free/low cost online workshops on topics such as budgeting. spending, and debt repayment.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-29 |
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