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Connor David Bernal

Ep Wealth Advisors

Torrance, CA

Salt Lake City, UT

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Current Employers
Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-08-07
CA RA APPROVED 2025-08-06
  • UT RA
    APPROVED
    Since 2025-08-07
  • CA RA
    APPROVED
    Since 2025-08-06

Branch Locations

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

3115 Lion Ln Ste 100, Salt Lake City, UT 84121 • 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
Ep Wealth Advisors, Llc Salt Lake City UT 06/2025 Present
Magnit American Fork UT 12/2023 05/2025
Unemployed American Fork UT 05/2023 12/2023
Linkedin American Fork UT 07/2021 05/2023
Magnit American Fork UT 09/2020 07/2021
Unemployed Provo UT 04/2020 09/2020
Byu Provo Provo UT 08/2016 04/2020
  • 06/2025 → Present
    Ep Wealth Advisors, Llc
    Salt Lake City, UT
  • 12/2023 → 05/2025
    Magnit
    American Fork, UT
  • 05/2023 → 12/2023
    Unemployed
    American Fork, UT
  • 07/2021 → 05/2023
    Linkedin
    American Fork, UT
  • 09/2020 → 07/2021
    Magnit
    American Fork, UT
  • 04/2020 → 09/2020
    Unemployed
    Provo, UT
  • 08/2016 → 04/2020
    Byu Provo
    Provo, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-25
  • S65 Uniform Investment Adviser Law Examination
    2025-07-25
Other Names
  • Connor Bernal

View on SEC IAPD

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Other Offices

CHARLES SCHWAB & CO., INC. · Torrance, CA
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EP WEALTH ADVISORS · TORRANCE, CA
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