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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-11 |
Branch Locations
5202 Old Orchard Rd Ste 160, Skokie, IL 60077 • United States
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Alabama | Tuscaloosa | AL | 08/2019 | 05/2023 |
| Merrill Lynch | Chicago | IL | 05/2020 | 08/2020 |
| University Of Alabama | Tuscaloosa | AL | 06/2022 | 05/2023 |
| Beyond Aum | Chicago | IL | 06/2021 | 08/2022 |
| High School | Chicago | IL | 08/2015 | 05/2019 |
| Rappaport Reiches Capital Management, Llc | Skokie | IL | 05/2023 | 07/2025 |
| Phillip Capital Management | Singapore | 06/2021 | 08/2021 | |
| National Literacy Trust | London | 01/2022 | 04/2022 | |
| Ep Wealth Advisors | Skokie | IL | 07/2025 | 07/2026 |
| Ep Wealth Advisors, Llc | Skokie | IL | 07/2026 | Present |
• Name: Clutch Hitting Academy LLC • Nature: Private sports coaching (non-investment related) • Address: 3443 N Hoyne Ave, Chicago, IL 60618 • Position: Director of Finance & Business Development • Start date: May 2026 • Hours/per month: 20-40 • Hours/per month during trading hours: 0 • Duties: bookkeeping, CFO/treasurer, website development, administration and technology support, general management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-18 |
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