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3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-05 |
Branch Locations
3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Woodland Hills | CA | 01/2018 | 05/2019 |
| Reilly Financial Advisors | La Mesa | CA | 11/2015 | 12/2017 |
| Rental Properties | San Jose | CA | 01/1988 | Present |
| Swanson Amp; Associates, Inc | Camarillo | CA | 01/2001 | Present |
| Ep Wealth Advisors | Torrance | CA | 05/2019 | 06/2025 |
| One Capital Managment, Llc | Westlake Village | CA | 06/2025 | Present |
RENTAL PROPERTIES/Investment Related - Yes/2323 SAMARITAN DRIVE, SAN JOSE, CA 95124 291 RIVERDALE, CAMARILLO, CA 93012/INCOME PRODUCING RESIDENTIAL PROPERTY'S OWNED BY MYSELF AND SPOUSE ONLY/NOT APPLICABLE/09.1997/0/0/NOT APPLICABLE SWANSON amp; ASSOCIATES, INC/Investment Related - No/4722 LA PUMA COURT, CAMARILLO, CA 93012/SWANSON & ASSOCIATES, INC. REMAINS IN EXISTENCE FOR THE SOLE PURPOSE OF ACTING AS A PASSTHROUGH ENTITY FOR ERIC AND HIS WIFE WHEN RECEIVING COMMISSION TRAILS FOR THE SALE OF INSURANCE PRODUCTS. SINCE JOINING EPWA, MR. SWANSON IS NO LONGER ENGAGED AND DOES NOT SALE INSURANCE PRODUCTS. ./PRESIDENT/01.2001/0/0/NONE AT THIS TIME
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-08-22 |
| S65 | Uniform Investment Adviser Law Examination | 1998-07-15 |
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