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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-11 |
Branch Locations
2211 Michelson Dr Suite 1150, Irvine, CA 92612 • 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 |
|---|---|---|---|---|
| Ep Wealth Advisors, Llc | Irvine | CA | 04/2026 | Present |
| Maxwell Noll Inc. Dba Maxwell Noll Investment Advisors | Pasadena | CA | 07/2016 | 01/2020 |
| Mission Liquor | Pasadena | CA | 12/2014 | 05/2017 |
| Stonnington Group Llc | Pasadena | CA | 01/2020 | 06/2020 |
| Ep Wealth Advisors, Llc | Torrance | CA | 06/2020 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-15 |
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