Best Investors Account Sign in
Inactive

Adrian Jennings Larson

Ep Wealth Advisors

Phoenix, AZ

Torrance, CA

CRD 3098721

Claim This Profile
Employer firm

Ep Wealth Advisors CRD 111147

$45.1B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars
  • RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Ep Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-03
AZ RA APPROVED 2019-10-02
  • CA RA
    APPROVED
    Since 2025-12-03
  • AZ RA
    APPROVED
    Since 2019-10-02

Branch Locations

3131 E. Camelback Rd., Suite 135, Phoenix, AZ 85016 • United States

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • 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
OrganizationCityStateFromTo
Pathlight Investors, Llc Phoenix AZ 11/2009 07/2019
Ep Wealth Advisors Torrance CA 07/2019 Present
  • 11/2009 → 07/2019
    Pathlight Investors, Llc
    Phoenix, AZ
  • 07/2019 → Present
    Ep Wealth Advisors
    Torrance, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-27
S63 Uniform Securities Agent State Law Examination 1999-09-14
  • S66 Uniform Combined State Law Examination
    2007-03-27
  • S63 Uniform Securities Agent State Law Examination
    1999-09-14
Other Names
  • Adrian J Larson

View on SEC IAPD

Nearby Firms

EW ADVISER, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
UBS FINANCIAL SERVICES INC.

Nearby Investors

DAREN MICHAEL FRANKEBERGER
Kenneth ALEXANDER Riley
Jamie L Morton

Nearby Offices

EW ADVISER, LLC · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ

More in Phoenix, AZ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor