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Brian Hazen Wilde

Ep Wealth Advisors

Salt Lake City, UT

Torrance, CA

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Current Employers
Ep Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-12
LA RA APPROVED 2024-10-16
ID RA APPROVED 2024-07-23
TX RA APPROVED 2024-07-23
UT RA APPROVED 2020-10-22
  • CA RA
    APPROVED
    Since 2025-11-12
  • LA RA
    APPROVED
    Since 2024-10-16
  • ID RA
    APPROVED
    Since 2024-07-23
  • TX RA
    APPROVED
    Since 2024-07-23
  • UT RA
    APPROVED
    Since 2020-10-22

Branch Locations

3115 East Lion Lane, Suite 100, Salt Lake City, UT 84121 • 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
OrganizationCityStateFromTo
America United Life Orem UT 05/2010 09/2020
Oneamerica Securities Orem UT 10/2010 01/2018
Financial Insight Center Salt Lake City UT 01/2018 09/2020
Ep Wealth Advisors Torrance CA 10/2020 Present
  • 05/2010 → 09/2020
    America United Life
    Orem, UT
  • 10/2010 → 01/2018
    Oneamerica Securities
    Orem, UT
  • 01/2018 → 09/2020
    Financial Insight Center
    Salt Lake City, UT
  • 10/2020 → Present
    Ep Wealth Advisors
    Torrance, CA
Previous Registrations
  • 2018-01-26 → 2020-10-21
    Financial Insight Center
    Logan, UT
    Salt Lake City, UT
  • 2012-05-23 → 2018-02-01
    Oneamerica Securities, Inc.
    Pocatello, ID
    Logan, UT
    Chubbuck, ID
    Nampa, ID
    Orem, UT
    Pocatello, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-05-18
S63 Uniform Securities Agent State Law Examination 2010-12-06
  • S65 Uniform Investment Adviser Law Examination
    2012-05-18
  • S63 Uniform Securities Agent State Law Examination
    2010-12-06
Designations
Other Names
  • Brian Wilde

View on SEC IAPD

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