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26491 Summit Circle, Santa Clarita, CA 91350 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-10 |
Branch Locations
26491 Summit Circle, Santa Clarita, CA 91350 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hedman Partners Llp | Valencia | CA | 05/1994 | Present |
| Catalina Capital Group Llc | Torrance | CA | 09/2017 | 05/2026 |
| Vance Wealth, Llc | Santa Clarita | CA | 06/2026 | Present |
| Ep Wealth Advisors | Torrance | CA | 10/2009 | 02/2018 |
| Stillpoint Capital, Llc | Tampa | FL | 03/2006 | Present |
1) EP Wealth Advisors, LLC; Investment-related; 21515 Hawthorne Blvd., Ste 1200, Torrance, CA 90503; Private Investment Firm; Solicitor; 2/4/2022; 4 hours per month; 0 during trading hours; Introduces prospective clients. Does not make recommendations or execute transactions. 2) FKAC, LLP; Not investment-related; 2268 Pontiac Circle, Naperville, IL 60565; Partnership owning farm land; Partner; 1/24/2017; Less than 1 hour per month; 0 during trading hours, Ownership, maintenance, and rental of farm land. Occasional approval of decisions. 3) H3 Enterprises; Not investment-related; 27441 Tourney Rd. Ste 200. Valencia, CA 91355; Furniture rentals; Partner; 9/16/1996; 1 hour per month; 0 during trading hours; Accounting oversight. 4) Hedman M&A Advisors, Inc.; Not investment related; 27441 Tourney Rd. Ste 200. Valencia, CA 91355; Managing Director; 4/20/2005; 54 hours per month; 5 during trading hours; Investment banking advisory services to include M&A asset sales and consulting 5) Hedman Partners LLP; Not investment-related; 27441 Tourney Rd. Ste 200. Valencia, CA 91355; CPA firm; Managing Partner; 11/20/2020; 100 hours per month; 40 during trading hours; Oversee and manage the operations of the entity 6) HP Holdings, Inc.; Not investment-related; 27441 Tourney Rd. Ste 200. Valencia, CA 91355; Holding company; President; 1 hour per month; 0 during trading hours; Oversight of limited operations 9) Raleigh Hedman Insurance Services, Inc. DBA Raleigh Hedman Financial Services; Not investment-related; 27441 Tourney Rd. Ste 200. Valencia, CA. 91355; Insurance sales;; 9 hours per month, 0 during trading hours; Licensed insurance agent making life insurance referrals. 10) Real Life Church; Not investment-related; 23841 Newhall Ranch Road, Valencia, CA 91355; Charitable Organization; Board Member & Finance Committee Member; 6/8/2012; 4hours per month; 0 during trading hours; Non-profit church, Discuss any business/operating matters. Review financials and provide input to pastor and CFO. 11) Santa Clarita Valley Economic Development Corporation; Not investment-related; 26455 Rockwell Canyon Road, UCEN 263, Valencia, CA 91321; Charitable Organization; Board Member, Co-chair and CFO; 4/1/2010; 8 hour per month; 0 during trading hours; Co-chair for the board of directors, member of the executive committee, and oversee accounting reporting and tax reporting for the organization 12) SC Business Promotions; Not investment-related; 27441 Tourney Rd. Ste 200. Valencia, CA 91355; Marketing; President; 6/1/2004; 3 hours per month; 0 during trading hours; Provide business development activities for other entities 13) Southern Pacific Aero-Defense Alliance; Not investment-related; 25355 Avenue Stanford, Valencia, CA 91355; Aerospace and Defense; Board Member and Treasurer; 11/14/2025; 5 hours per month; 0 during trading hours; Attend board meetings, oversee accounting and financial reporting and tax reporting 14) Tourney Road Partners, LLC; Not investment-related; SANTA CLARITA, CA. 91390; Real estate; Member; 8/26/2004; 1 hour per month; 0 during trading hours; Member of LLC, manage commercial multi-tenant building
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-24 |
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