Inactive

Elliott Michael Servais

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	2025-11-29
HI	RA	APPROVED	2025-11-29
TX	RA	APPROVED_RES	2018-10-23

CA RA
APPROVED

Since 2025-11-29
HI RA
APPROVED

Since 2025-11-29
TX RA
APPROVED_RES

Since 2018-10-23

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
Ep Wealth Advisors, Inc.	Torrance	CA	10/2014	Present

10/2014 → Present

Ep Wealth Advisors, Inc.

Torrance, CA

Previous Registrations

2013-10-28 → 2014-10-27

Bancwest Investment Services, Inc.

Newport Beach, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-10-24

S66 Uniform Combined State Law Examination

2013-10-24

Designations

View on SEC IAPD

Other Firms

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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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