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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-24 |
Branch Locations
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
4299 Macarthur Blvd, Suite 100, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Klein Financial Advisors, Inc. | Newport Beach | CA | 09/2003 | 01/2022 |
| Ep Wealth Advisors, Llc | Torrance | CA | 01/2022 | Present |
Tax Preparation in 2022, Investment-Related , 4299 Macarthur Blvd, Newport Beach, CA, S. Corp, tax preparation, Per APA and EA, 1/21/22. 5 hrs./week, Hours during trading hours for tax preparation as needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-13 |
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