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Brett Derek Anderson

Ep Wealth Advisors

Dallas, TX

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 2025-12-19
MD RA APPROVED 2025-12-19
TX RA APPROVED 2020-02-25
  • CA RA
    APPROVED
    Since 2025-12-19
  • MD RA
    APPROVED
    Since 2025-12-19
  • TX RA
    APPROVED
    Since 2020-02-25

Branch Locations

2301 Cedar Springs Road, Suite 150, Dallas, TX 75201 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
International Research And Asset Management Dallas TX 12/2007 02/2020
Ep Wealth Advisors Torrance CA 02/2020 Present
  • 12/2007 → 02/2020
    International Research And Asset Management
    Dallas, TX
  • 02/2020 → Present
    Ep Wealth Advisors
    Torrance, CA
Previous Registrations
  • 2007-12-14 → 2020-02-19
    International Research & Asset Management Inc
    Dallas, TX
  • 2004-08-27 → 2007-12-18
    True North Advisors, Llc
    Dallas, TX
  • 2006-06-13 → 2006-11-01
    American Securities Group, Inc.
    Dallas, TX
    Dallas, TX
  • 2002-05-10 → 2004-08-09
    Charles Schwab & Co., Inc.
    TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-05-09
S65 Uniform Investment Adviser Law Examination 1996-11-14
S63 Uniform Securities Agent State Law Examination 1992-09-04
  • S66 Uniform Combined State Law Examination
    2002-05-09
  • S65 Uniform Investment Adviser Law Examination
    1996-11-14
  • S63 Uniform Securities Agent State Law Examination
    1992-09-04
Other Names
  • Brett Anderson

View on SEC IAPD

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PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

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