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Ashley Oliveira

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 2025-09-16
  • CA RA
    APPROVED
    Since 2025-09-16

Branch Locations

3655 Nobel Dr #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
Homemaker Ruckersville VA 08/2015 05/2019
Brown Advisory Charlottesville VA 05/2019 01/2023
Aspiriant Los Angeles CA 01/2023 08/2025
Ep Wealth Advisors, Llc San Diego CA 08/2025 Present
  • 08/2015 → 05/2019
    Homemaker
    Ruckersville, VA
  • 05/2019 → 01/2023
    Brown Advisory
    Charlottesville, VA
  • 01/2023 → 08/2025
    Aspiriant
    Los Angeles, CA
  • 08/2025 → Present
    Ep Wealth Advisors, Llc
    San Diego, CA
Designations
Other Names
  • Ashley Rica

View on SEC IAPD

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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
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