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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-02 |
| MI | RA | APPROVED | 2025-01-02 |
Branch Locations
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Huntington National Bank | Northville Township | MI | 07/2016 | 08/2017 |
| The Huntington Investment Company | Columbus | OH | 07/2016 | 08/2017 |
| Private Client Services, Llc | Louisville | KY | 08/2017 | 12/2022 |
| Executive Wealth Management, Llc | Brighton | MI | 08/2017 | 01/2022 |
| Executive Tax Solutions. Llc | Brighton | MI | 04/2022 | 12/2024 |
| Executive Wealth Advisor, Llc | Brighton | MI | 01/2022 | 05/2023 |
| Executive Wealth Management, Llc | Brighton | MI | 05/2023 | 12/2024 |
| Ewm Capital, Llc | Brighton | MI | 01/2022 | 12/2024 |
| Ep Wealth Advisors, Llc. | Torrance | CA | 12/2024 | Present |
1) Executive Financial Planning, Inc. Investment Related, 135 W North Street, Suite 1, Brighton, MI 48116, Fixed Insurance, Insurance Agent and Owner, Start Date 01/01/2022, 2 hrs/monthly, 2 hrs/monthly during trading 2) Executive Tax Solutions, LLC, Not Investment Related, 135 W North Street, Suite 1, Brighton, MI 48116, Tax preparations, Part Owner, Start date 04/01/2022, 1 hrs/monthly 3) EWM Capital, LLC, Not investment related, 135 W North Street, Suite 1, Brighton MI 48116, Parent/Holding company for Executive Wealth Management, EWM Investment Solutions and Executive Financial Planning, Director and partial owner, Start Date 04/01/2022, 1 hours/monthly, 1 hrs during trading, attend and votes at board meetings held (4) Accountable - 90 Day Sales Manager, Not Investment Related, Brighton, MI, Passive Investment, Silent Partner, Start date 11/22/2024, 0 hours per month devoted, 0 hours per month devoted during securities trading, passive investment - no duties. (5) Sci AI, Not investment related , 8 The Green STE. A., Dover, DE., 19901 , Board Member, Involvement: Sit on the Board and assist with business decisions, 1hr/week, outside trading hours. Start Jan 2, 2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-08 |
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