Inactive

Brett Wyeth Davalos

Ep Wealth Advisors

San Francisco, CA

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Current Employers

Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-04-08

CA RA
APPROVED

Since 2025-04-08

Branch Locations

350 Townsend Street Suite 411, San Francisco, CA 94107 • United States

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Peninsula Wealth Llc	San Francisco	CA	05/2012	03/2025
Ep Wealth Advisors, Llc.	Torrance	CA	03/2025	Present

05/2012 → 03/2025

Peninsula Wealth Llc

San Francisco, CA
03/2025 → Present

Ep Wealth Advisors, Llc.

Torrance, CA

Previous Registrations

2012-09-10 → 2025-07-15

Peninsula Wealth, Llc

San Francisco, CA
2010-07-15 → 2011-06-17

Morgan Stanley

Berkeley, CA
2010-03-15 → 2010-03-31

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Oakland, CA
2009-12-04 → 2010-02-17

Wells Fargo Investments, Llc

Oakland, CA
2009-01-05 → 2009-02-12

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Oakland, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-12-29

S66 Uniform Combined State Law Examination

2008-12-29

Other Names

Brett W Davalos
Brett Wyeth Davalos
Brett Wyeth Davalos
Brett W Davalos

View on SEC IAPD

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Jacob David Mahoney

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA

DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA

CHARLES SCHWAB & CO., INC. · San Francisco, CA

1SHARPE CAPITAL LLC · SAN FRANCISCO, CA

RBC SECURITIES, INC · SAN FRANCISCO, CA

STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA

VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA

ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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