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Martin J Rodriguez

Ep Wealth Advisors

Torrance, CA

Santa Fe, NM

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Current Employers
Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2026-02-25
CA RA APPROVED 2026-02-24
  • NM RA
    APPROVED
    Since 2026-02-25
  • CA RA
    APPROVED
    Since 2026-02-24

Branch Locations

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

136 Grant Ave, Santa Fe, NM 87501 • 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
Morgan Stanley Albuquerque NM 06/2022 02/2024
Barnes And Noble Albuquerque NM 01/2019 05/2022
Dexter Schools Dexter NM 01/2005 12/2018
Wells Fargo Clearing Services, Llc Albuquerque NM 02/2024 11/2024
Longview Asset Management, Llc Santa Fe NM 11/2024 03/2026
Ep Wealth Advisors, Llc Santa Fe NM 01/2026 Present
  • 06/2022 → 02/2024
    Morgan Stanley
    Albuquerque, NM
  • 01/2019 → 05/2022
    Barnes And Noble
    Albuquerque, NM
  • 01/2005 → 12/2018
    Dexter Schools
    Dexter, NM
  • 02/2024 → 11/2024
    Wells Fargo Clearing Services, Llc
    Albuquerque, NM
  • 11/2024 → 03/2026
    Longview Asset Management, Llc
    Santa Fe, NM
  • 01/2026 → Present
    Ep Wealth Advisors, Llc
    Santa Fe, NM
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-13
  • S66 Uniform Combined State Law Examination
    2023-02-13
Designations
Other Names
  • Martin J Rodriguez
  • Martin Jacob Rodriguez

View on SEC IAPD

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Other Offices

CHARLES SCHWAB & CO., INC. · Torrance, CA
SOUTH BAY FINANCIAL PARTNERS · TORRANCE, CA
EP WEALTH ADVISORS · TORRANCE, CA
STRATOS WEALTH PARTNERS, LTD · Torrance, CA
EDWARD JONES · Torrance, CA
AMERIPRISE FINANCIAL SERVICES, LLC · TORRANCE, CA
LPL FINANCIAL LLC · TORRANCE, CA
EDWARD JONES · TORRANCE, CA

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