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Inactive

Phuong Quach

Ep Wealth Advisors

San Diego, CA

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 2024-03-22
  • CA RA
    APPROVED
    Since 2024-03-22

Branch Locations

3655 Nobel Dr #200, San Diego, CA 92122 • 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
Social Science Research Center Fullerton CA 08/2018 10/2019
Educational Talent Search (Ets) Fullerton CA 08/2019 05/2023
Cinergy Financial Tustin CA 11/2021 03/2022
Pho Ha+ Anaheim/Diamond Bar CA 10/2021 06/2022
Acquisition Group Inc Santa Ana CA 01/2020 03/2020
Ep Wealth Advisors, Llc Torrance CA 09/2022 Present
California State University, Fullerton Fullerton CA 08/2018 06/2022
Schurr High School Montebello CA 01/2014 06/2018
  • 08/2018 → 10/2019
    Social Science Research Center
    Fullerton, CA
  • 08/2019 → 05/2023
    Educational Talent Search (Ets)
    Fullerton, CA
  • 11/2021 → 03/2022
    Cinergy Financial
    Tustin, CA
  • 10/2021 → 06/2022
    Pho Ha+
    Anaheim/Diamond Bar, CA
  • 01/2020 → 03/2020
    Acquisition Group Inc
    Santa Ana, CA
  • 09/2022 → Present
    Ep Wealth Advisors, Llc
    Torrance, CA
  • 08/2018 → 06/2022
    California State University, Fullerton
    Fullerton, CA
  • 01/2014 → 06/2018
    Schurr High School
    Montebello, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-22
  • S65 Uniform Investment Adviser Law Examination
    2024-03-22
Designations
Other Names
  • Pq Quach

View on SEC IAPD

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RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
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