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Morgan D Degooyer

Ep Wealth Advisors

Salt Lake City, UT

Torrance, CA

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Current Employers
Ep Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-23
CA RA APPROVED 2024-04-03
UT RA APPROVED 2024-04-03
  • TX RA
    APPROVED
    Since 2024-07-23
  • CA RA
    APPROVED
    Since 2024-04-03
  • UT RA
    APPROVED
    Since 2024-04-03

Branch Locations

3115 S 3110 E Ste 250, Salt Lake City, UT 84121 • United States

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • 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
OrganizationCityStateFromTo
The Insight Group, Inc. Salt Lake City UT 09/2018 09/2020
Integrated Financial Group Salt Lake City UT 09/2017 09/2018
The Church Of Jesus Christ Of Latter-Day Saints Salt Lake City UT 08/2015 08/2017
Ep Wealth Advisors, Llc Salt Lake City UT 09/2020 Present
  • 09/2018 → 09/2020
    The Insight Group, Inc.
    Salt Lake City, UT
  • 09/2017 → 09/2018
    Integrated Financial Group
    Salt Lake City, UT
  • 08/2015 → 08/2017
    The Church Of Jesus Christ Of Latter-Day Saints
    Salt Lake City, UT
  • 09/2020 → Present
    Ep Wealth Advisors, Llc
    Salt Lake City, UT
Previous Registrations
  • 2020-05-11 → 2020-10-21
    The Insight Group, Inc.
    Salt Lake City, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-08
  • S65 Uniform Investment Adviser Law Examination
    2020-05-08
Designations

View on SEC IAPD

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