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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-24 |
| WI | RA | APPROVED | 2025-11-24 |
| TX | RA | APPROVED | 2024-07-08 |
| IL | RA | APPROVED | 2020-01-15 |
Branch Locations
35 West Slade Street, Palatine, IL 60067 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Palatine | IL | 01/1993 | 12/2019 |
| Fp Financial Services, Inc. (Dba: Guidant Wealth Advisors) | Palatine | IL | 11/1995 | 12/2019 |
| Fsks Properties | Palatine | IL | 12/2007 | Present |
| Ep Wealth Advisors | Torrance | CA | 12/2019 | Present |
1. 12/19/2007: REAL ESTATE RENTAL - FSKS PROPERTIES - PURCHASE OF A THREE STORY BUILDING, 7,000 SQ. FT. MY FIRM, FP FINANCIAL SERVICES WILL BE THE ONLY TENANT UNTIL THE BUILDING IS REHABBED. - 5% TIME SPENT - PALATINE, IL.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1979-09-05 |
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