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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-31 |
| NC | RA | APPROVED | 2025-07-31 |
Branch Locations
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 |
|---|---|---|---|---|
| Lawrence Financial Planning, Llc | Tampa | FL | 10/2014 | 02/2017 |
| Unemployed | Greenville | NC | 03/2017 | 04/2017 |
| State Employees' Credit Union | Greenville | NC | 05/2017 | 08/2021 |
| Secu Brokerage Services | Raleigh | NC | 02/2018 | 08/2021 |
| Secu Life Insurance Company | Raleigh | NC | 02/2018 | 08/2021 |
| Credit Union Investment Services | Raleigh | NC | 05/2018 | 08/2021 |
| Members Trust Company | Tampa | FL | 10/2019 | 08/2021 |
| Pathfinder Wealth Consulting | Wilmington | NC | 09/2021 | 05/2023 |
| Commonwealth Financial Network | Waltham | MA | 10/2021 | 05/2023 |
| Commonwealth Financial Network | Waltham | MA | 09/2022 | 05/2023 |
| Lpl Financial Llc | Fort Mill | SC | 05/2023 | 06/2025 |
| Ep Wealth Advisors, Llc | Torrance | CA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-05-23 |
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