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Julie Chan O'ROurke

Ep Wealth Advisors

Redwood City, CA

Torrance, CA

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Current Employers
Ep Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-08-22
  • CA RA
    APPROVED
    Since 2022-08-22

Branch Locations

3 Lagoon Drive, Suite 190, Redwood City, CA 94065 • 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
U.S. Bank Millbrae CA 12/2017 01/2018
U.S. Bancorp Investments, Inc. Millbrae CA 01/2018 06/2022
City National Bank Burlingame CA 05/2015 12/2017
Ep Wealth Advisors, Llc. Torrance CA 06/2022 Present
  • 12/2017 → 01/2018
    U.S. Bank
    Millbrae, CA
  • 01/2018 → 06/2022
    U.S. Bancorp Investments, Inc.
    Millbrae, CA
  • 05/2015 → 12/2017
    City National Bank
    Burlingame, CA
  • 06/2022 → Present
    Ep Wealth Advisors, Llc.
    Torrance, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-05-18
  • S63 Uniform Securities Agent State Law Examination
    2018-05-18
Designations
Other Names
  • Julie Chan
  • Julie O'ROurke

View on SEC IAPD

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Other Investors

JOSEPH CAPPELLO SANTOMIERI
JON NICHOLAS PETTINELLI
RICHARD MANUEL RODRIGUEZ
RENATA KARIN CARICO
Luke Thomas Mokma
Samantha Rene Mokma
Diana Pastrana
NORA KHACHATRYA GASPARYAN

Other Offices

STRATOS WEALTH PARTNERS, LTD · Redwood City, CA
STRATOS WEALTH PARTNERS, LTD · Redwood City, CA
ALLSTATE FINANCIAL ADVISORS, LLC · Redwood City, CA
OSAIC WEALTH, INC. · REDWOOD CITY, CA
NEPC, LLC · Redwood City, CA
AINA CLIMATE AI VENTURES, LLC · REDWOOD CITY, CA
OSAIC INSTITUTIONS, INC. · Redwood City, CA
1ST COURSE CAPITAL MANAGEMENT, LLC · REDWOOD CITY, CA

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