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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-15 |
| UT | RA | APPROVED | 2022-02-23 |
Branch Locations
3115 Lion Lane Suite 100, Salt Lake City, UT 84121 • 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 |
|---|---|---|---|---|
| Ep Wealth Advisors, Llc | Torrance | CA | 02/2022 | 07/2025 |
| Ep Wealth Advisors, Llc. | Torrance | CA | 05/2021 | 02/2022 |
| Casepak, Inc. | Draper | UT | 07/2018 | 02/2022 |
| Utah Valley University | Orem | UT | 08/2018 | 12/2021 |
| Unemployed | Salt Lake City | UT | 02/2012 | 07/2018 |
| Ep Wealth Advisors, Llc | Torrance | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-15 |
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