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Monica Van Eck

Ep Wealth Advisors

Lafayette, CA

Torrance, CA

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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 2018-03-01
  • CA RA
    APPROVED
    Since 2018-03-01

Branch Locations

250 Lafayette Circle, Suite 203, Lafayette, CA 94549 • United States

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • 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
Millie Capital Management Llc San Ramon CA 05/2012 02/2018
Ep Wealth Advisors Torrance CA 02/2018 Present
  • 05/2012 → 02/2018
    Millie Capital Management Llc
    San Ramon, CA
  • 02/2018 → Present
    Ep Wealth Advisors
    Torrance, CA
Previous Registrations
  • 2013-01-21 → 2018-02-23
    Millie Capital Management Llc
    Walnut Creek, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-01-19
S63 Uniform Securities Agent State Law Examination 2010-08-04
  • S65 Uniform Investment Adviser Law Examination
    2013-01-19
  • S63 Uniform Securities Agent State Law Examination
    2010-08-04
Designations
Other Names
  • Monica Van Bergen Bravenboer

View on SEC IAPD

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GARNER FINANCIAL MANAGEMENT · LAFAYETTE, CA
TRABD LLC · LAFAYETTE, CA
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