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Daiana Kelleyian

Ep Wealth Advisors

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 2025-11-04
  • CA RA
    APPROVED
    Since 2025-11-04

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
OrganizationCityStateFromTo
City National Bank Beverly Hills CA 08/2011 09/2019
Rim Securities, Llc New York NY 11/2012 09/2019
City National Rochdale New York NY 11/2012 09/2019
Ep Wealth Advisors Torrance CA 09/2019 Present
  • 08/2011 → 09/2019
    City National Bank
    Beverly Hills, CA
  • 11/2012 → 09/2019
    Rim Securities, Llc
    New York, NY
  • 11/2012 → 09/2019
    City National Rochdale
    New York, NY
  • 09/2019 → Present
    Ep Wealth Advisors
    Torrance, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-20
  • S66 Uniform Combined State Law Examination
    2013-09-20
Designations

View on SEC IAPD

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