Inactive

Brett Matthew Panziera

Ep Wealth Advisors

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Current Employers

Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2017-02-13

CA RA
APPROVED

Since 2017-02-13

Branch Locations

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

Organization	City	State	From	To
Metlife Securities Inc.	Los Angeles	CA	02/2013	02/2017
Ep Wealth Advisors	Torrance	CA	02/2017	Present

02/2013 → 02/2017

Metlife Securities Inc.

Los Angeles, CA
02/2017 → Present

Ep Wealth Advisors

Torrance, CA

Previous Registrations

2014-03-17 → 2017-02-13

Msi Financial Services, Inc.

Los Angeles, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-01-10

S66 Uniform Combined State Law Examination

2014-01-10

Designations

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.

SOUTH BAY FINANCIAL PARTNERS

STRATOS WEALTH PARTNERS, LTD

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

SEQUOIA FINANCIAL GROUP, L.L.C.

WELLS FARGO CLEARING SERVICES, LLC

Other Investors

RYAN BOMERSBACK

Jordan Luke Opre

LISA MARIE QUARTARONE

MARTHA P HOLLADAY

NICOLE ELIZABETH NOVALES

Gilberto Alvarez

Other Offices

CHARLES SCHWAB & CO., INC. · Torrance, CA

SOUTH BAY FINANCIAL PARTNERS · TORRANCE, CA

EP WEALTH ADVISORS · TORRANCE, CA

STRATOS WEALTH PARTNERS, LTD · Torrance, CA

EDWARD JONES · Torrance, CA

AMERIPRISE FINANCIAL SERVICES, LLC · TORRANCE, CA

LPL FINANCIAL LLC · TORRANCE, CA

EDWARD JONES · TORRANCE, CA

More in Torrance, CA

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