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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-20 |
| CA | RA | APPROVED | 2026-01-16 |
Branch Locations
7328 East Deer Valley Road Suite 105, Scottsdale, AZ 85255 • 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 |
|---|---|---|---|---|
| Capital Insight Partners | Scottsdale | AZ | 01/2016 | 12/2025 |
| Ep Wealth Advisors, Llc | Scottsdale | AZ | 01/2026 | Present |
Donna is President of Financial Planners Association Arizona effective 1/1/2026. This is an investment-related position with a purpose of connecting other financial planners and to others in the community. The address is c/o Premium Organization, 4745 N. 7th St., Phoenix, AZ 85014. She typically spends 8 hours/month working with this organization. She has not been assigned specific duties other than to help the organization run smoothly.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-21 |
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