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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| UT | RA | APPROVED | 2020-10-22 |
Branch Locations
3115 East Lion Lane, Suite 100, Salt Lake City, UT 84121 • 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 |
|---|---|---|---|---|
| The Insight Group Inc. | Salt Lake City | UT | 11/2017 | 10/2020 |
| Integrated Financial Group, Llc | Salt Lake City | UT | 12/2016 | 11/2017 |
| Hca Healthcare - Timpanogos Regional Hospital | Orem | UT | 01/2016 | 11/2017 |
| Ep Wealth Advisors, Llc | Salt Lake City | UT | 10/2020 | 04/2021 |
| Ep Wealth Advisors. Llc | Salt Lake City | UT | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-18 |
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