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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-12 |
| ID | RA | APPROVED | 2025-06-11 |
Branch Locations
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
802 W Bannock St Ste 100, Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intelligent Office Boise | Boise | ID | 05/2014 | 12/2024 |
| Tolsma Usa, Llc | Boise | ID | 12/2016 | 02/2020 |
| Buffington Mohr Mcneal | Boise | ID | 03/2020 | 05/2025 |
| Ep Wealth Advisors, Llc. | Torrance | CA | 05/2025 | Present |
Capital Youth Sports - Idaho Rush Soccer Club; non-investment related; Idaho Rush Soccer Club 270 S Orchard Street Boise, Idaho 83705; Idaho Rush Soccer Club is a competitive soccer club located in Boise, ID. They have boys/girls rec soccer, along with competitive soccer; Team Treasurer; 0 hours during securities trading hours; team treasurer for daughters competitive soccer team. responsible for collecting tournament and travel dues from the 14 families associated with the team. manage a bank account through Mountain West Bank. The process is very transactional, calculate and collect dues, and pay the fees associated with tournament, coaches travel reimbursement, etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-18 |
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