Best Investors Account Sign in
Inactive

Tyler Mark Petersen

Ep Wealth Advisors

Torrance, CA

Salt Lake, UT

Claim This Profile
Current Employers
Ep Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-11
CO RA APPROVED 2025-12-11
NV RA APPROVED 2025-12-11
TX RA APPROVED 2024-07-23
UT RA APPROVED 2020-10-22
  • CA RA
    APPROVED
    Since 2025-12-11
  • CO RA
    APPROVED
    Since 2025-12-11
  • NV RA
    APPROVED
    Since 2025-12-11
  • TX RA
    APPROVED
    Since 2024-07-23
  • UT RA
    APPROVED
    Since 2020-10-22

Branch Locations

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

3115 East Lion Lane, Suite 100, Salt Lake, UT 84121 • 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
American United Life Orem UT 05/2010 09/2020
Financial Insight Center Salt Lake City UT 01/2015 09/2020
The Insight Group Insurance Agency Salt Lake City UT 01/2015 09/2020
Ep Wealth Advisors Torrance CA 10/2020 Present
  • 05/2010 → 09/2020
    American United Life
    Orem, UT
  • 01/2015 → 09/2020
    Financial Insight Center
    Salt Lake City, UT
  • 01/2015 → 09/2020
    The Insight Group Insurance Agency
    Salt Lake City, UT
  • 10/2020 → Present
    Ep Wealth Advisors
    Torrance, CA
Previous Registrations
  • 2015-01-09 → 2020-10-21
    Financial Insight Center
    Salt Lake City, UT
  • 2012-03-22 → 2015-01-08
    Oneamerica Securities, Inc.
    Nampa, ID
    Orem, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-03-16
S63 Uniform Securities Agent State Law Examination 2010-12-21
  • S65 Uniform Investment Adviser Law Examination
    2012-03-16
  • S63 Uniform Securities Agent State Law Examination
    2010-12-21
Designations

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
SOUTH BAY FINANCIAL PARTNERS
STRATOS WEALTH PARTNERS, LTD
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
SEQUOIA FINANCIAL GROUP, L.L.C.
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

DAWN KIM
RYAN BOMERSBACK
Jordan Luke Opre
LISA MARIE QUARTARONE
MARTHA P HOLLADAY
Marc E Myers
NICOLE ELIZABETH NOVALES
Gilberto Alvarez

Other Offices

CHARLES SCHWAB & CO., INC. · Torrance, CA
SOUTH BAY FINANCIAL PARTNERS · TORRANCE, CA
EP WEALTH ADVISORS · TORRANCE, CA
STRATOS WEALTH PARTNERS, LTD · Torrance, CA
EDWARD JONES · Torrance, CA
AMERIPRISE FINANCIAL SERVICES, LLC · TORRANCE, CA
LPL FINANCIAL LLC · TORRANCE, CA
EDWARD JONES · TORRANCE, CA

More in Torrance, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor