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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-12-20 |
| PA | RA | APPROVED | 2022-12-20 |
| TX | RA | APPROVED | 2022-12-20 |
Branch Locations
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Houstonspaces Citycentre One 800 Town&Country Blvd Suite 500, Houston, TX 77024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ep Wealth Advisors, Llc | Houston | TX | 05/2026 | Present |
| Pls Logistics | Houston | TX | 01/2017 | 06/2017 |
| Texas Atm University | Galveston | TX | 07/2013 | 12/2016 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2017 | 08/2018 |
| Northwestern Mutual Investment Services Llc | Houston | TX | 07/2018 | 08/2018 |
| Net Energy Exchange | Houston | TX | 08/2018 | 03/2019 |
| Innovative Premier Financial Services | Houston | TX | 04/2019 | 03/2021 |
| Warren Financial Service | Houston | TX | 03/2021 | 10/2022 |
| Ep Wealth Advisors, Llc. | Exton | PA | 11/2022 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-03 |
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