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David Michael Lawrence

Ep Wealth Advisors

Northville, MI

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 2025-01-16
MI RA APPROVED 2025-01-16
  • CA RA
    APPROVED
    Since 2025-01-16
  • MI RA
    APPROVED
    Since 2025-01-16

Branch Locations

175 Cadycenter, Northville, MI 48167 • 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
Dws Distributors, Inc. Chicago IL 09/2016 10/2018
Td Ameritrade Chicago IL 11/2018 04/2022
Executive Wealth Management Brighton MI 02/2023 12/2024
Dynamic Wealth Solutions, Llc Southfield MI 04/2022 02/2023
Ep Wealth Advisors, Llc Northville MI 01/2025 Present
  • 09/2016 → 10/2018
    Dws Distributors, Inc.
    Chicago, IL
  • 11/2018 → 04/2022
    Td Ameritrade
    Chicago, IL
  • 02/2023 → 12/2024
    Executive Wealth Management
    Brighton, MI
  • 04/2022 → 02/2023
    Dynamic Wealth Solutions, Llc
    Southfield, MI
  • 01/2025 → Present
    Ep Wealth Advisors, Llc
    Northville, MI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-09
S66 Uniform Combined State Law Examination 2015-10-07
  • S65 Uniform Investment Adviser Law Examination
    2022-09-09
  • S66 Uniform Combined State Law Examination
    2015-10-07

View on SEC IAPD

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