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Stephen Harris Dart

Ep Wealth Advisors

Torrance, CA

Seattle, WA

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Current Employers
Ep Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-08
WA RA APPROVED 2019-05-06
  • CA RA
    APPROVED
    Since 2025-12-08
  • WA RA
    APPROVED
    Since 2019-05-06

Branch Locations

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

1301 5Th Ave, Suite 1350, Seattle, WA 98101 • 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
Conlon & Dart, Llc Seattle WA 10/2004 05/2019
Ep Wealth Advisors Torrance CA 05/2019 Present
  • 10/2004 → 05/2019
    Conlon & Dart, Llc
    Seattle, WA
  • 05/2019 → Present
    Ep Wealth Advisors
    Torrance, CA
Previous Registrations
  • 2005-01-05 → 2019-05-31
    Conlon Dart Wealth Management
    Seattle, WA
    Seattle, WA
  • 1999-02-22 → 2004-12-31
    Savings Growers, Inc.
    Bellevue, WA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-07-01
  • S63 Uniform Securities Agent State Law Examination
    1991-07-01

View on SEC IAPD

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