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Kelly Elizabeth Owens

Ep Wealth Advisors

Torrance, CA

Fort Wright, KY

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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 2025-06-26
KY RA APPROVED 2025-06-26
  • CA RA
    APPROVED
    Since 2025-06-26
  • KY RA
    APPROVED
    Since 2025-06-26

Branch Locations

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

810 Wright's Summit Pkwy, Fort Wright, KY 41011 • 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
Alphamark Advisors Llc Ft. Mitchell KY 05/2014 04/2025
Ep Wealth Advisors, Llc. Torrance CA 04/2025 Present
  • 05/2014 → 04/2025
    Alphamark Advisors Llc
    Ft. Mitchell, KY
  • 04/2025 → Present
    Ep Wealth Advisors, Llc.
    Torrance, CA
Previous Registrations
  • 2014-05-29 → 2025-04-25
    Alphamark Advisors, Llc
    Ft. Wright, KY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-09-03
S63 Uniform Securities Agent State Law Examination 2010-09-09
  • S65 Uniform Investment Adviser Law Examination
    2014-09-03
  • S63 Uniform Securities Agent State Law Examination
    2010-09-09
Designations
Other Names
  • Kelly Owens Halpin
  • Kelly Owens Schehr
  • Kelly Owens Schehr

View on SEC IAPD

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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

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