Patricia P Parker

Current Employers

Ep Wealth Advisors

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-21
CO	RA	APPROVED	2025-03-20

CA RA
APPROVED

Since 2025-03-21
CO RA
APPROVED

Since 2025-03-20

Branch Locations

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

7800 E Union Ave Suite 520, Denver, CO 80237 • 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

Organization	City	State	From	To
The Holben Group, Llc	Denver	CO	10/2020	02/2025
Holben Hay Lake Balzer Cpas	Denver	CO	10/2012	05/2020
Ep Wealth Advisors, Llc.	Torrance	CO	02/2025	Present
The Holben Group	Denver	CO	05/2020	10/2020

10/2020 → 02/2025

The Holben Group, Llc

Denver, CO
10/2012 → 05/2020

Holben Hay Lake Balzer Cpas

Denver, CO
02/2025 → Present

Ep Wealth Advisors, Llc.

Torrance, CO
05/2020 → 10/2020

The Holben Group

Denver, CO

Previous Registrations

2017-08-23 → 2025-04-08

The Holben Group, Llc

Denver, CO

Other Businesses

I am Managing Partner of P3 Financial Services. Infrequently (a few days per year) I may perform financial consulting work. These jobs are never for Holben Group clients and do not interfere with my responsibilities to The Holben Group.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-08-23

S65 Uniform Investment Adviser Law Examination

2017-08-23

View on SEC IAPD

Current Employers

Ep Wealth Advisors

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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