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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-15 |
| AZ | RA | APPROVED | 2019-10-11 |
Branch Locations
3131 E. Camelback Rd., Suite 135, Phoenix, AZ 85016 • 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 |
|---|---|---|---|---|
| Pathlight Investors, Llc | Phoenix | AZ | 11/2009 | 07/2019 |
| Ep Wealth Advisors | Torrance | CA | 07/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-27 |
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