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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-01-30 |
| CA | RA | APPROVED | 2026-01-29 |
Branch Locations
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
3115 Lion Lane Suite 100, Salt Lake City, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Morgan | UT | 05/2015 | 11/2021 |
| Dominoes | Odgen | UT | 11/2021 | 12/2021 |
| Southern Virginia University | Buena Vista | VA | 01/2022 | 05/2025 |
| Southern Virginia University - Round Table | Buena Vista | UT | 08/2022 | 12/2023 |
| Stetson's Sprinklers | Morgan | UT | 05/2022 | 08/2022 |
| Nye's Tree Service | South Odgen | UT | 05/2023 | 08/2024 |
| Southern Virginia University - Financial Aid | Buena Vista | VA | 08/2022 | 05/2023 |
| Chipr - Home Solutions | Buena Vista | VA | 04/2025 | 11/2025 |
| Southern Virginia University - Launch Center | Buena Vista | VA | 10/2022 | 05/2025 |
| Ep Wealth Advisors, Llc | Salt Lake City | UT | 05/2025 | 12/2025 |
| Ep Wealth Advisors, Llc | Salt Lake City | UT | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-21 |
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