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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-04 |
Branch Locations
2211 Michelson Dr Suit 1150, Irvine, CA 92612 • 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 |
|---|---|---|---|---|
| Ep Wealth Advisors, Llc | Irvine | CA | 06/2026 | Present |
| Ameriprise Financial Services, Inc. | Irvine | CA | 01/2014 | 10/2018 |
| Mml Investors Services, Llc | Irvine | CA | 11/2018 | 01/2019 |
| Wedbush Securities Inc. | Los Angeles | CA | 02/2019 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-29 |
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