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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-16 |
| IL | RA | APPROVED | 2025-09-16 |
Branch Locations
5202 Old Orchard Road Suite #160, Skokie, IL 60077 • 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 |
|---|---|---|---|---|
| Rappaport Reiches Capital Management, Llc | Skokie | IL | 05/2016 | 01/2017 |
| Ep Wealth Advisors, Llc | Skokie | IL | 07/2025 | Present |
| Rappaport Reiches Capital Management, Llc | Skokie | IL | 01/2017 | 01/2024 |
| Rappaport Reiches Capital Management, Llc | Skokie | IL | 01/2024 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-22 |
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