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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-27 |
| CA | RA | APPROVED | 2026-03-26 |
| KY | RA | APPROVED | 2026-03-26 |
Branch Locations
810 Wright's Summit Parkway Suite 100, Fort Wright, KY 41011 • 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 |
|---|---|---|---|---|
| Jpmorgan Distribution Services, Inc. | Columbus | OH | 10/2021 | 10/2023 |
| Homeside Financial Dba Lower.cOm | Columbus | OH | 05/2020 | 09/2021 |
| Coldwell Banker Schmidt Family Of Companies | Westlake | OH | 02/2019 | 04/2020 |
| Skylight Financial Group | Columbus | OH | 05/2019 | 08/2019 |
| Coldwell Banker Commercial | Columbus | OH | 06/2018 | 08/2018 |
| Schulte Hospitality | Columbus | OH | 12/2019 | 07/2020 |
| Chipotle | Columbus | OH | 10/2019 | 12/2019 |
| J.P. Morgan Institutional Investments Inc. | Chicago | IL | 10/2023 | 03/2026 |
| J.P. Morgan Investment Management Inc. | Chicago | IL | 10/2023 | 03/2026 |
| The Ohio State University | Columbus | OH | 08/2016 | 05/2020 |
| Ep Wealth Advisors, Llc | Fort Wright | KY | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-12 |
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