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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-01 |
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 |
|---|---|---|---|---|
| Ep Wealth Advisors, Llc | Torrance | CA | 05/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 03/2022 | 05/2026 |
| Doubleline | Los Angeles | CA | 09/2019 | 03/2022 |
| Canyon Partners | Los Angeles | CA | 05/2019 | 09/2019 |
| Trust Company Of The West | Los Angeles | CA | 06/2015 | 05/2019 |
| Bank Of America, N.A. | Los Angeles | CA | 03/2022 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-15 |
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