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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-10 |
| TX | RA | APPROVED_RES | 2024-07-23 |
| UT | RA | APPROVED | 2020-10-22 |
Branch Locations
3115 East Lion Lane, Suite 100, Salt Lake City, UT 84121 • 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 |
|---|---|---|---|---|
| Vivint Inc | Provo | UT | 04/2014 | 07/2017 |
| Fidelity Brokerage Services, Llc | American Fork | UT | 02/2018 | 04/2019 |
| Unemployed | South Jordan | UT | 08/2017 | 01/2018 |
| Financial Insight Center | Salt Lake City | UT | 05/2019 | 09/2020 |
| The Insight Group Insurance Agency Llc | Salt Lake City | UT | 05/2019 | 09/2020 |
| Ep Wealth Advisors | Torrance | CA | 10/2020 | Present |
Mr. Davis is associated with Insight Group Insurance Agency, an insurance sales company. Mr. Davis' association with Insight Group Insurance Agency remains in existence for the sole purpose of receiving commission trails for insurance products that were sold by Mr. Davis prior to joining EPWA. Since joining EPWA, Mr. Davis and Insight Group Insurance Agency are no longer engaged in the insurance business. As such, no time is dedicated to this activity, and, since this is an inactive practice, it is a non-investment related activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-02 |
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