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Dallin Charles Cutler

Ep Wealth Advisors

Salt Lake City, UT

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 2025-12-16
NV RA APPROVED 2025-12-16
UT RA APPROVED 2020-10-22
  • CA RA
    APPROVED
    Since 2025-12-16
  • NV RA
    APPROVED
    Since 2025-12-16
  • UT RA
    APPROVED
    Since 2020-10-22

Branch Locations

3115 East Lion Lane, Suite 100, Salt Lake City, UT 84121 • 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
Financial Insight Center Salt Lake City UT 09/2014 09/2020
Allegis Financial Partners Orem UT 06/2014 09/2020
The Insight Group Insurance Agency Salt Lake City UT 09/2014 09/2020
Ep Wealth Advisors Salt Lake City UT 10/2020 01/2026
Ep Wealth Advisors, Llc Salt Lake City UT 01/2026 Present
  • 09/2014 → 09/2020
    Financial Insight Center
    Salt Lake City, UT
  • 06/2014 → 09/2020
    Allegis Financial Partners
    Orem, UT
  • 09/2014 → 09/2020
    The Insight Group Insurance Agency
    Salt Lake City, UT
  • 10/2020 → 01/2026
    Salt Lake City, UT
  • 01/2026 → Present
    Ep Wealth Advisors, Llc
    Salt Lake City, UT
Previous Registrations
  • 2014-12-19 → 2020-10-21
    Financial Insight Center
    Salt Lake City, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-18
  • S65 Uniform Investment Adviser Law Examination
    2014-12-18
Designations

View on SEC IAPD

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