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Craig Jason Mccrory

Ep Wealth Advisors

Scottsdale, AZ

Torrance, CA

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Current Employers
Ep Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-01-26
CA RA APPROVED 2026-01-20
  • AZ RA
    APPROVED
    Since 2026-01-26
  • CA RA
    APPROVED
    Since 2026-01-20

Branch Locations

7328 East Deer Valley Road Suite 105, Scottsdale, AZ 85255 • 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
Capital Insight Partners, Llc Scottsdale AZ 03/2009 12/2025
Ep Wealth Advisors, Llc Scottsdale AZ 01/2026 Present
  • 03/2009 → 12/2025
    Capital Insight Partners, Llc
    Scottsdale, AZ
  • 01/2026 → Present
    Ep Wealth Advisors, Llc
    Scottsdale, AZ
Previous Registrations
  • 2009-04-15 → 2026-01-02
    Capital Insight Partners, Llc
    Scottsdale, AZ
  • 2007-06-13 → 2008-11-05
    Pacific West Financial Consultants Inc
    Renton, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-08
  • S66 Uniform Combined State Law Examination
    2007-06-08
Designations

View on SEC IAPD

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Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

More in Scottsdale, AZ

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