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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-02 |
Branch Locations
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
18301 Von Karman Ave, Suite 1050, Irvine, CA 92612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signature Estate & Investment Advisors, Llc. | Los Angeles | CA | 02/2015 | 01/2019 |
| Reilly Financial Advisors, Llc | Newport Beach | CA | 01/2019 | 01/2022 |
| Creative Planning, Llc | Newport Beach | CA | 01/2022 | 06/2022 |
| Ep Wealth Advisors | Torrance | CA | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-07 |
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