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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-31 |
| MI | RA | APPROVED | 2026-08-31 |
Branch Locations
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
35 W North St,, Brighton, MI 48116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Producers Choice Network | Troy | MI | 06/2017 | 02/2018 |
| Student | Various | MI | 08/1999 | 05/2017 |
| Woodbury Financial Services, Inc. | Sterling Heights | MI | 03/2018 | 08/2021 |
| Executive Wealth Management, Llc | Brighton | MI | 04/2023 | 05/2023 |
| Simplified Tax Solutions | Sterling Heights | MI | 02/2018 | 08/2021 |
| Platinum Wealth Management Group | Sterling Heights | MI | 02/2018 | 08/2021 |
| Great Lakes Wealth, Llc | Northville | MI | 09/2021 | 04/2023 |
| Executive Wealth Management, Llc | Brighton | MI | 05/2023 | 12/2024 |
| Ep Wealth Advisors, Llc. | Torrance | CA | 12/2024 | 04/2025 |
| Ep Wealth Advisors, Llc. | Torrance | CA | 04/2025 | Present |
1) Sophie's Home Restoration, 5544 Inkster Rd, West Bloomfield MI 48323, Cabinet refinishing business, Laborer, 03/13/2021, 20 hours per month devoted, 4 hours per week devoted outside securities trading hours, assist with refinishing kitchen cabinets and furniture.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-29 |
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