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Anna Vo

Ep Wealth Advisors

Torrance, CA

Irvine, 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 2025-11-20
  • CA RA
    APPROVED
    Since 2025-11-20

Branch Locations

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

2211 Michelson Dr Suite 1150, Irvine, CA 92612 • 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
Student Student CA 09/2013 05/2017
Trinity Financial Services, Llc Newport Beach CA 02/2017 09/2017
Nations Direct Lending Santa Ana CA 10/2017 11/2018
Stearns Lending Llc Santa Ana CA 11/2018 11/2019
Unemployed Unemployed CA 11/2019 03/2020
Secure One Capital Corporation Costa Mesa CA 03/2020 08/2020
Sprout Mortgage Llc Irvine CA 09/2020 06/2022
Unemployed Unemployed CA 06/2022 12/2022
Ep Wealth Advisors, Llc Irvine CA 12/2022 09/2025
Ep Wealth Advisors, Llc Irvine CA 09/2025 Present
  • 09/2013 → 05/2017
    Student
    Student, CA
  • 02/2017 → 09/2017
    Trinity Financial Services, Llc
    Newport Beach, CA
  • 10/2017 → 11/2018
    Nations Direct Lending
    Santa Ana, CA
  • 11/2018 → 11/2019
    Stearns Lending Llc
    Santa Ana, CA
  • 11/2019 → 03/2020
    Unemployed
    Unemployed, CA
  • 03/2020 → 08/2020
    Secure One Capital Corporation
    Costa Mesa, CA
  • 09/2020 → 06/2022
    Sprout Mortgage Llc
    Irvine, CA
  • 06/2022 → 12/2022
    Unemployed
    Unemployed, CA
  • 12/2022 → 09/2025
    Ep Wealth Advisors, Llc
    Irvine, CA
  • 09/2025 → Present
    Ep Wealth Advisors, Llc
    Irvine, CA
Designations

View on SEC IAPD

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Other Offices

CHARLES SCHWAB & CO., INC. · Torrance, CA
SOUTH BAY FINANCIAL PARTNERS · TORRANCE, CA
EP WEALTH ADVISORS · TORRANCE, CA
STRATOS WEALTH PARTNERS, LTD · Torrance, CA
EDWARD JONES · Torrance, CA
AMERIPRISE FINANCIAL SERVICES, LLC · TORRANCE, CA
LPL FINANCIAL LLC · TORRANCE, CA
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