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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| OR | RA | APPROVED | 2025-01-01 |
| WA | RA | APPROVED | 2021-02-10 |
Branch Locations
410 W 12Th St, Vancouver, WA 98660 • United States
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clark College | Vancouver | WA | 04/2014 | Present |
| Newfocus Financial Group, Llc | Vancouver | WA | 05/2016 | 01/2021 |
| Ep Wealth Advisors | Torrance | CA | 01/2021 | Present |
Clark College; Adjunct College Professor; Teaching college online or evening courses; not investment related; September 2014; 5-8 hours a week; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-10 |
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