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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-02 |
| MI | RA | APPROVED | 2025-01-02 |
Branch Locations
135 W North St, Brighton, MI 48116 • United States
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vintage Financial Services, Llc | Ann Arbor | MI | 10/2005 | 01/2019 |
| Executive Wealth Management | Brighton | MI | 01/2019 | 05/2023 |
| Ewm Tax Solutions, Llc | Brighton | MI | 01/2020 | 12/2024 |
| Executive Wealth Management, Llc | Brighton | MI | 05/2023 | 12/2024 |
| Ep Wealth Advisors, Llc | Brighton | MI | 12/2024 | Present |
1) EWM Tax Solutions, LLC; Not-investment-related; 175 Cadycentre Ste 325, Northville, MI 48167; Accounting; Tax preparer; 01/23/2020; 4 hrs/monthly; Tax preparation. 2) Brighton Rotary Foundation; Investment-Related; Treasurer (Position started 10/2023); 02/02/2021; 8 hrs/monthly.
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