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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-15 |
Branch Locations
3655 Nobel Dr #200, San Diego, CA 92122 • 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 |
|---|---|---|---|---|
| Delphi Private Advisors | San Diego | CA | 03/2013 | 05/2018 |
| Ep Wealth Advisors, Llc | San Diego | CA | 04/2026 | Present |
| Alphacore Capital Llc | San Diego | CA | 07/2018 | 04/2022 |
| Ccg Wealth Management Llc | San Diego | CA | 05/2022 | 05/2024 |
| Ep Wealth Advisors, Llc | San Diego | CA | 05/2024 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-24 |
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