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Lyndsey Xa

Ep Wealth Advisors

Torrance, CA

Salt Lake City, UT

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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 2025-01-02
UT RA APPROVED 2020-10-22
  • CA RA
    APPROVED
    Since 2025-01-02
  • UT RA
    APPROVED
    Since 2020-10-22

Branch Locations

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

3115 East Lion Lane, Suite 100, Salt Lake City, UT 84121 • 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
Ep Wealth Advisors, Llc Salt Lake City UT 04/2026 Present
The Insight Group Holladay UT 03/2019 09/2020
Ameriprise Orem UT 05/2018 03/2019
Tmobile Orem UT 05/2016 08/2018
Student Orem UT 09/2009 05/2019
Ep Wealth Advisors Salt Lake City UT 10/2020 04/2026
  • 04/2026 → Present
    Ep Wealth Advisors, Llc
    Salt Lake City, UT
  • 03/2019 → 09/2020
    The Insight Group
    Holladay, UT
  • 05/2018 → 03/2019
    Ameriprise
    Orem, UT
  • 05/2016 → 08/2018
    Tmobile
    Orem, UT
  • 09/2009 → 05/2019
    Student
    Orem, UT
  • 10/2020 → 04/2026
    Ep Wealth Advisors
    Salt Lake City, UT
Previous Registrations
  • 2019-10-17 → 2020-10-21
    The Insight Group, Inc.
    Salt Lake City, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-17
  • S65 Uniform Investment Adviser Law Examination
    2019-10-17
Designations

View on SEC IAPD

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Other Offices

CHARLES SCHWAB & CO., INC. · Torrance, CA
SOUTH BAY FINANCIAL PARTNERS · TORRANCE, CA
EP WEALTH ADVISORS · TORRANCE, CA
STRATOS WEALTH PARTNERS, LTD · Torrance, CA
EDWARD JONES · Torrance, CA
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LPL FINANCIAL LLC · TORRANCE, CA
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