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Scott Nathan Sayre

Ep Wealth Advisors

Torrance, CA

Salt Lake City, UT

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Current Employers
Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2020-10-22
CA RA APPROVED 2020-10-19
  • UT RA
    APPROVED
    Since 2020-10-22
  • CA RA
    APPROVED
    Since 2020-10-19

Branch Locations

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

3115 East Lion Lane, Suite 100, Salt Lake City, UT 84121 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Insight Group, Inc. Salt Lake City UT 10/2004 09/2020
The Insight Group Insurance Agency, Llc Salt Lake City UT 10/2004 09/2020
Ep Wealth Advisors Torrance CA 10/2020 Present
  • 10/2004 → 09/2020
    The Insight Group, Inc.
    Salt Lake City, UT
  • 10/2004 → 09/2020
    The Insight Group Insurance Agency, Llc
    Salt Lake City, UT
  • 10/2020 → Present
    Torrance, CA
Previous Registrations
  • 2004-10-25 → 2020-10-21
    The Insight Group, Inc.
    Salt Lake City, UT
  • 2010-07-07 → 2020-10-21
    Financial Insight Center
    Salt Lake City, UT
  • 2004-01-07 → 2004-10-11
    Qa3 Financial Llc
    Farmington, UT
  • 2002-03-26 → 2004-01-05
    Associated Planners Investment Advisory Inc
    Salt Lake City, UT
Other Businesses

FOCUSED FINANCIAL EDUCATION SERVICES, LLC; NO; 1398 W. MISTY FEN WAY, WEST JORDAN, UT, 84088; PROFESSIONAL SPEAKING & INSTRUCTOR; OWNER; 2002 TO PRESENT; 5 HRS; NO; SPEAKER TO TAX, LEGAL, AND FINANCIAL PROFESSIONALS ON PLANNING STRATEGIES INCLUDING INDEPENDENT CONTRACTING AS AN INSTRUCTOR FOR THE COLLEGE FOR FINANCIAL PLANNING CFP(R) PROGRAM AND OTHER PROFESSIONAL PROGRAMS OFFERED BY THE COLLEGE.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1989-01-03
  • S63 Uniform Securities Agent State Law Examination
    1989-01-03
Designations

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