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Geniffer Lorraine Takacs

Ep Wealth Advisors

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 2025-11-11
  • CA RA
    APPROVED
    Since 2025-11-11

Branch Locations

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
Empress Investment Group Santa Monica CA 07/2009 09/2016
Madison Avenue Securities, Inc. Santa Monica CA 04/2012 09/2016
Ep Wealth Advisors Torrance CA 07/2016 02/2019
Ep Wealth Advisors, Llc Torrance CA 02/2019 01/2022
Ep Wealth Advisors, Llc Torrance CA 02/2022 Present
  • 07/2009 → 09/2016
    Empress Investment Group
    Santa Monica, CA
  • 04/2012 → 09/2016
    Madison Avenue Securities, Inc.
    Santa Monica, CA
  • 07/2016 → 02/2019
    Ep Wealth Advisors
    Torrance, CA
  • 02/2019 → 01/2022
    Ep Wealth Advisors, Llc
    Torrance, CA
  • 02/2022 → Present
    Ep Wealth Advisors, Llc
    Torrance, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-10-22
  • S66 Uniform Combined State Law Examination
    2012-10-22
Designations
Other Names
  • Geniffer Lorraine Takars

View on SEC IAPD

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CHARLES SCHWAB & CO., INC. · Torrance, CA
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