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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| HI | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2016-12-13 |
Branch Locations
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
3655 Nobel Drive Suite 200, San Diego, CA 92122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ep Wealth Advisors | Torrance | CA | 03/2013 | 08/2024 |
| Ep Wealth Advisors, Llc. | Torrance | CA | 01/2025 | Present |
| Ep Wealth Advisors, Llc. | Torrance | CA | 08/2024 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-28 |
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