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Holson Escalazy

Ep Wealth Advisors

Torrance, CA

Norwood, MA

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Current Employers
Ep Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-03-16
CA RA APPROVED 2026-03-03
  • MA RA
    APPROVED
    Since 2026-03-16
  • CA RA
    APPROVED
    Since 2026-03-03

Branch Locations

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

720 University Ave Suite 130, Norwood, MA 02062 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 08/2014 12/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 08/2024 02/2026
Bank Of New York Mellon Boston MA 12/2021 04/2024
University Of Massachusetts North Dartmouth MA 01/2019 05/2024
Ep Wealth Advisors, Llc Norwood MA 02/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-23
S63 Uniform Securities Agent State Law Examination 2014-12-31
  • S66 Uniform Combined State Law Examination
    2024-10-23
  • S63 Uniform Securities Agent State Law Examination
    2014-12-31
Other Names
  • Holson Escalazy

View on SEC IAPD

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