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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-29 |
Branch Locations
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
535 Middlefield Rd Suite 160, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Opes Advisors, Inc | Palo Alto | CA | 12/2004 | 12/2018 |
| Opes Wealth Management, Llc | Menlo Park | CA | 12/2018 | 06/2026 |
| Ep Wealth Advisors, Llc | Menlo Park | CA | 06/2026 | Present |
Name of other business: Certainty Home Lending Investment Related: Yes Address: 895 Pismo Street, San Luis Obispo, CA 93401 Nature of other business: Mortgage bank Position/Title: Mortgage Advisor Start Date: 12/2025 Approx hours per month: 40 During Trading Hours: 5 Duties: Originating mortgages
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-25 |
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