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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-16 |
| IL | RA | APPROVED | 2025-09-16 |
Branch Locations
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
5202 Old Orchard Road Suite #160, Skokie, IL 60077 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pepsico | Chicago | IL | 05/2019 | 04/2022 |
| Rappaport Reiches Capital Management | Skokie | IL | 04/2022 | 07/2025 |
| Pepsico | Milan | MI | 07/2017 | 04/2019 |
| Pepsico | Wixom | MI | 02/2016 | 06/2017 |
| Ep Wealth Advisors, Llc | Skokie | IL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-21 |
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