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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-08 |
Branch Locations
350 Townsend Street Suite 411, San Francisco, CA 94107 • 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 |
|---|---|---|---|---|
| Peninsula Wealth, Llc | San Francisco | CA | 12/2019 | 06/2023 |
| Peninsula Wealth, Llc | San Francisco | CA | 06/2023 | 03/2025 |
| Eh Shum Financial Solutions | Burlingame | CA | 11/2016 | 11/2019 |
| Bc Forward | Mountain View | CA | 04/2016 | 10/2016 |
| Ep Wealth Advisors, Llc. | Torrance | CA | 03/2025 | Present |
Name: Advisers Give Back Investment Related: No Address: 490 43rd Street, Suite 350 Oakland, CA 94609 Nature: They are a non-profit providing pro-bono work for people who need financial planning. Position: Advisor Title: Advisor Start Date: 06/30/2026 Hours/Month: 1 Hours devoted during trading hours: 0 Duties: Provide advice to those who need it, pro-bono.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-10-31 |
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