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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-24 |
Branch Locations
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
7800 E Union Ave Suite 520, Denver, CO 80237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Wealth Group | Lakewood | CO | 02/2024 | 10/2025 |
| Charles Schwab & Co., Inc | Lone Tree | CO | 11/2022 | 02/2024 |
| B-Elite Soccer Academy/Casa Soccer Academy | Colorado Springs/Denver | CO | 06/2017 | 12/2023 |
| Noodles & Co | Colorado Springs | CO | 04/2017 | 10/2017 |
| University Of Colorado Springs | Colorado Springs | CO | 08/2018 | 05/2022 |
| High School | San Salvador | 01/2015 | 12/2016 | |
| High School | Colorado Springs | CO | 01/2017 | 05/2018 |
| Ep Wealth Advisors, Llc | Denver | CO | 06/2026 | Present |
| Summit Wealth Group | Lakewood | CO | 10/2025 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-07 |
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