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Austin Brant Beard

Ep Wealth Advisors

Logan, UT

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 2025-11-05
UT RA APPROVED 2022-06-13
  • CA RA
    APPROVED
    Since 2025-11-05
  • UT RA
    APPROVED
    Since 2022-06-13

Branch Locations

632 N Main Suite 3B, Logan, UT 84321 • 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
Southridge Milk Murtaugh ID 01/2017 05/2017
Eco Prop Pest Management Filer ID 05/2017 08/2017
Landmark Companies, Inc Logan UT 09/2017 05/2018
Proshield Pest Solutions Omaha NE 05/2018 08/2018
Landmark Companies, Inc Logan UT 08/2018 05/2019
Spindler Construction Logan UT 05/2019 12/2019
Cook Martin Poulson, Pc Logan UT 01/2020 09/2021
Ep Wealth Advisors, Llc Logan UT 08/2021 06/2022
Lds Mission Jacksonville LA 11/2014 11/2016
Ep Wealth Advisors, Llc Logan UT 06/2022 07/2026
Ep Wealth Advisors, Llc Logan UT 07/2026 Present
  • 01/2017 → 05/2017
    Southridge Milk
    Murtaugh, ID
  • 05/2017 → 08/2017
    Eco Prop Pest Management
    Filer, ID
  • 09/2017 → 05/2018
    Landmark Companies, Inc
    Logan, UT
  • 05/2018 → 08/2018
    Proshield Pest Solutions
    Omaha, NE
  • 08/2018 → 05/2019
    Landmark Companies, Inc
    Logan, UT
  • 05/2019 → 12/2019
    Spindler Construction
    Logan, UT
  • 01/2020 → 09/2021
    Cook Martin Poulson, Pc
    Logan, UT
  • 08/2021 → 06/2022
    Ep Wealth Advisors, Llc
    Logan, UT
  • 11/2014 → 11/2016
    Lds Mission
    Jacksonville, LA
  • 06/2022 → 07/2026
    Ep Wealth Advisors, Llc
    Logan, UT
  • 07/2026 → Present
    Ep Wealth Advisors, Llc
    Logan, UT
Other Businesses

OBA 1/3: Name: Utah State University Investment Related: No Address: 3500 Old Main Hill, Logan, UT 84322 Nature: Adjunct Professor for the Finance Department of the Huntsman School of Business. Position: Adjunct Professor Title: Adjunct Professor Start Date: 01/2024 Hours/Month: 1.5 Hours devoted during trading hours: 1 Duties: Adjunct professor teaching Finance Capstone course. OBA 2/3: Name: Bridgerland Technical College Investment Related: No Address: 1301 N 600 W, Logan, UT 84321 Nature: Teaching Community courses as an instructor for Bridgerland. Position: Continuing Education Instructor Title: Continuing Education Instructor Start Date: 02/2025 Hours/Month: 1 Hours devoted during trading hours: 0 Duties: I will teach 3 to 8 classes a year for their continuing education program. OBA 3/3: Name: Beard Ventures, LLC D.B.A. T's Trees Investment Related: No Address: 1346 W 3410 S, Nibley, UT 84321 Nature: I buy trees from a farm, and sell them on a lot for 3 months out of the year. Position: Owner Title: Owner Start Date: 03/2024 Hours/Month: 4 Hours devoted during trading hours: 0 Duties: Own the business and will be running all of the operations.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-10
  • S65 Uniform Investment Adviser Law Examination
    2022-06-10

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