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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-03 |
| MI | RA | APPROVED | 2025-01-02 |
Branch Locations
135 W North St, Brighton, Mi 48116, Brighton, MI 48116 • 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 |
|---|---|---|---|---|
| Cosignmed | Detroit | MI | 06/2021 | 08/2024 |
| Ascension St. Thomas West | Nashville | TN | 08/2018 | 04/2021 |
| Sarah Cannon Research Institute | Nashville | TN | 10/2017 | 07/2018 |
| Northwestern Memorial Hospital | Chicago | IL | 03/2016 | 09/2017 |
| Executive Wealth Management, Llc | Brighton | MI | 02/2023 | 12/2024 |
| Dynamic Wealth Management Solutions, Llc | Southfield | MI | 08/2022 | 02/2023 |
| Ep Wealth Advisors, Llc | Brighton | MI | 12/2024 | Present |
1) Orthodynamics Company Inc., Not investment related, 155 Carey Drive Noblesville, IN 46060, education, Nurse educator, 03/01/2021, about 12 hours a month devoted, devote 2 hours a month during securities trading hours, Virtually educating patients on how to safely and properly use a home INR monitoring system 2) Rental Property, Not investment related. 3818 Maliki Drive Clarksville, TN 37042, real estate investing, Landlord, 04/12/2021, about 2 hours a month devoted, devote 0 hours a month during securities trading hours, Passively investing and managing rental property through the use of a third-party manager by renting property out to tenants. 3) LML Wealth Management, LLC, LLC held for tax purposes, Owner, 03/06/2023, 0 hours per month devoted, 0 hours per month devoted during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-22 |
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