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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2020-10-22 |
| CA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-01-03 |
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