Inactive

Bradley Lorraine Robinson

Ep Wealth Advisors

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Current Employers

Ep Wealth Advisors

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

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2024-10-11
CA	RA	APPROVED	2024-09-30

GA RA
APPROVED

Since 2024-10-11
CA RA
APPROVED

Since 2024-09-30

Branch Locations

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

1355 Peachtree Street Suite 1700, Atlanta, GA 30309 • 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
Sheffield Investment Management Llc	Atlanta	GA	03/2014	09/2024
Ep Wealth Advisors Llc	Atlanta	GA	09/2024	Present

03/2014 → 09/2024

Sheffield Investment Management Llc

Atlanta, GA
09/2024 → Present

Ep Wealth Advisors Llc

Atlanta, GA

Previous Registrations

2017-07-03 → 2017-10-30

Sheffield Investment Management Llc

Atlanta, GA

Designations

Other Names

Brad Robinson

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.

SOUTH BAY FINANCIAL PARTNERS

STRATOS WEALTH PARTNERS, LTD

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

SEQUOIA FINANCIAL GROUP, L.L.C.

WELLS FARGO CLEARING SERVICES, LLC

Other Investors

RYAN BOMERSBACK

Jordan Luke Opre

LISA MARIE QUARTARONE

MARTHA P HOLLADAY

NICOLE ELIZABETH NOVALES

Gilberto Alvarez

Other Offices

CHARLES SCHWAB & CO., INC. · Torrance, CA

SOUTH BAY FINANCIAL PARTNERS · TORRANCE, CA

EP WEALTH ADVISORS · TORRANCE, CA

STRATOS WEALTH PARTNERS, LTD · Torrance, CA

EDWARD JONES · Torrance, CA

AMERIPRISE FINANCIAL SERVICES, LLC · TORRANCE, CA

LPL FINANCIAL LLC · TORRANCE, CA

EDWARD JONES · TORRANCE, CA

More in Torrance, CA

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