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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-05 |
| UT | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-10 |
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