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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-06-16 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ep Wealth Advisors | Torrance | CA | 04/2014 | 03/2019 |
| Unemployed | Long Beach | CA | 03/2019 | 10/2019 |
| Capital Group | Los Angeles | CA | 10/2019 | 01/2021 |
| Ep Wealth Advisors | Torrance | CA | 04/2021 | 08/2022 |
| Unemployed | Torrance | CA | 01/2021 | 04/2021 |
| Hem Investment Consultants | Torrance | CA | 08/2022 | 09/2025 |
| Trb Wealth Management, Llc | Houston | TX | 09/2025 | 05/2026 |
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-11 |
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