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Angel M Davis

Ep Wealth Advisors

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 2026-03-23
  • CA RA
    APPROVED
    Since 2026-03-23

Branch Locations

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
Sierra College Rocklin CA 06/2018 06/2020
Sacramento State Sacramento CA 09/2020 05/2022
Fox Hill Financial & Insurance Services Roseville CA 05/2021 09/2024
Del Oro High School Loomis CA 08/2014 05/2018
Centaurus Financial Inc. Anaheim CA 10/2022 09/2024
Adero Partners, Llc Rocklin CA 10/2024 04/2025
Focus Partners Wealth, Llc Boston MA 05/2025 03/2026
Ep Wealth Advisors, Llc Torrance CA 03/2026 Present
  • 06/2018 → 06/2020
    Sierra College
    Rocklin, CA
  • 09/2020 → 05/2022
    Sacramento State
    Sacramento, CA
  • 05/2021 → 09/2024
    Fox Hill Financial & Insurance Services
    Roseville, CA
  • 08/2014 → 05/2018
    Del Oro High School
    Loomis, CA
  • 10/2022 → 09/2024
    Centaurus Financial Inc.
    Anaheim, CA
  • 10/2024 → 04/2025
    Adero Partners, Llc
    Rocklin, CA
  • 05/2025 → 03/2026
    Focus Partners Wealth, Llc
    Boston, MA
  • 03/2026 → Present
    Ep Wealth Advisors, Llc
    Torrance, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-12
  • S66 Uniform Combined State Law Examination
    2023-03-12
Designations

View on SEC IAPD

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Other Offices

CHARLES SCHWAB & CO., INC. · Torrance, CA
SOUTH BAY FINANCIAL PARTNERS · TORRANCE, CA
EP WEALTH ADVISORS · TORRANCE, CA
STRATOS WEALTH PARTNERS, LTD · Torrance, CA
EDWARD JONES · Torrance, CA
AMERIPRISE FINANCIAL SERVICES, LLC · TORRANCE, CA
LPL FINANCIAL LLC · TORRANCE, CA
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