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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-12 |
| ID | RA | APPROVED | 2025-06-11 |
Branch Locations
802 W. Bannock St. Suite #100, Boise, ID 83702 • United States
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buffington Mohr Mcneal | Boise | ID | 04/1998 | 05/2025 |
| Ep Wealth Advisors, Llc. | Torrance | CA | 05/2025 | Present |
Boise State University Foundation, Inc; investment-related; 1173 W University Dr. Boise, ID 83706; Foundation is the primary fundraising arm for the University and oversees the Foundation's assets; Chair of the Foundation Board; Start date: 6/30/2021; 4 hours per week during business hours; Chair board meetings and relevant committees supervise the Foundation CEO in coordination with the University President. The organization has a professional staff that is part of the University HR system. I do not participate in the committee that oversees the Foundation investments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-10-14 |
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