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Louis Lawrence Odette

Ep Wealth Advisors

Menlo Park, 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 2026-06-29
  • CA RA
    APPROVED
    Since 2026-06-29

Branch Locations

535 Middlefield Rd Suite 160, Menlo Park, CA 94025 • 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
Citigroup Global Markets San Francisco CA 09/2010 09/2019
Unemployed Mountain View CA 10/2019 12/2019
Landed Inc. San Francisco CA 01/2020 11/2020
Opes Wealth Management Menlo Park CA 12/2020 06/2026
Ep Wealth Advisors, Llc Menlo Park CA 06/2026 Present
  • 09/2010 → 09/2019
    Citigroup Global Markets
    San Francisco, CA
  • 10/2019 → 12/2019
    Unemployed
    Mountain View, CA
  • 01/2020 → 11/2020
    Landed Inc.
    San Francisco, CA
  • 12/2020 → 06/2026
    Opes Wealth Management
    Menlo Park, CA
  • 06/2026 → Present
    Ep Wealth Advisors, Llc
    Menlo Park, CA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-01-20
  • S63 Uniform Securities Agent State Law Examination
    2011-01-20
Designations
Other Names
  • Louis Lawrence Odette
  • Louis Lawrence Odette

View on SEC IAPD

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Other Offices

SILVER LAKE TECHNOLOGY MANAGEMENT, LLC · MENLO PARK, CA
MORGAN STANLEY · Menlo Park, CA
TRIPLEPOINT ADVISERS LLC · MENLO PARK, CA
MENLO EQUITIES · MENLO PARK, CA
MAKENA CAPITAL MANAGEMENT, LLC · MENLO PARK, CA
MORGAN STANLEY · Menlo Park, CA
MORGAN STANLEY · Menlo Park, CA
MORGAN STANLEY · Menlo Park, CA

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