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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-17 |
| WA | RA | APPROVED | 2022-01-10 |
Branch Locations
1301 5Th Ave, Suite 1350, Seattle, WA 98101 • 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 |
|---|---|---|---|---|
| Soundmark Wealth Management, Llc | Kirkland | WA | 03/2015 | 12/2021 |
| Ep Wealth Advisors | Torrance | CA | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-12 |
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