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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 2026-01-30
CA RA APPROVED 2026-01-23
  • AZ RA
    APPROVED
    Since 2026-01-30
  • CA RA
    APPROVED
    Since 2026-01-23

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 Scottsdale AZ 06/2025 12/2025
Faith Investor Services Dallas TX 02/2024 02/2025
Biola University La Mirada CA 08/2024 05/2025
Biola University La Mirada CA 08/2023 05/2025
Alo Yoga Newport Beach CA 04/2022 07/2022
Uc Irvine Athletics Department Irvine CA 07/2021 08/2021
Rancho Salano Preparatory School Scottsdale AZ 11/2015 05/2020
Unemployed Irvine CA 05/2020 07/2021
University Of California-Irvine Irvine CA 08/2020 05/2022
Unemployed Scottsdale AZ 07/2022 08/2023
Biola University La Mirada CA 08/2022 05/2025
Ep Wealth Advisors, Llc Scottsdale AZ 01/2026 Present
  • 06/2025 → 12/2025
    Capital Insight Partners
    Scottsdale, AZ
  • 02/2024 → 02/2025
    Faith Investor Services
    Dallas, TX
  • 08/2024 → 05/2025
    Biola University
    La Mirada, CA
  • 08/2023 → 05/2025
    Biola University
    La Mirada, CA
  • 04/2022 → 07/2022
    Alo Yoga
    Newport Beach, CA
  • 07/2021 → 08/2021
    Uc Irvine Athletics Department
    Irvine, CA
  • 11/2015 → 05/2020
    Rancho Salano Preparatory School
    Scottsdale, AZ
  • 05/2020 → 07/2021
    Unemployed
    Irvine, CA
  • 08/2020 → 05/2022
    University Of California-Irvine
    Irvine, CA
  • 07/2022 → 08/2023
    Unemployed
    Scottsdale, AZ
  • 08/2022 → 05/2025
    Biola University
    La Mirada, CA
  • 01/2026 → Present
    Ep Wealth Advisors, Llc
    Scottsdale, AZ
Previous Registrations
  • 2025-11-18 → 2026-01-02
    Capital Insight Partners, Llc
    Scottsdale, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-11
  • S65 Uniform Investment Adviser Law Examination
    2025-11-11

View on SEC IAPD

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