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Maxon Thomas Seckman

Ep Wealth Advisors

Nashville, TN

Torrance, CA

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Current Employers
Ep Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-02-13
CA RA APPROVED 2025-02-11
  • TN RA
    APPROVED
    Since 2025-02-13
  • CA RA
    APPROVED
    Since 2025-02-11

Branch Locations

4515 Harding Pike. Suite 300., Nashville, TN 37205 • 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
Criterion Capital Advisors Llc Nashville TN 01/2023 01/2025
Dell Technologies Nashville TN 10/2021 12/2022
University Of Tennessee Knoxville Knoxville TN 08/2017 05/2021
Unemployed Nashville TN 06/2021 09/2021
Brentwood High School Brentwood TN 06/2013 05/2017
Ep Wealth Advisors, Llc Nashville TN 01/2025 Present
  • 01/2023 → 01/2025
    Criterion Capital Advisors Llc
    Nashville, TN
  • 10/2021 → 12/2022
    Dell Technologies
    Nashville, TN
  • 08/2017 → 05/2021
    University Of Tennessee Knoxville
    Knoxville, TN
  • 06/2021 → 09/2021
    Unemployed
    Nashville, TN
  • 06/2013 → 05/2017
    Brentwood High School
    Brentwood, TN
  • 01/2025 → Present
    Ep Wealth Advisors, Llc
    Nashville, TN
Previous Registrations
  • 2023-09-06 → 2025-03-28
    Criterion Capital Advisors Llc
    Nashville, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-01
  • S65 Uniform Investment Adviser Law Examination
    2023-09-01
Other Names
  • Maxon Seckman

View on SEC IAPD

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JULIE G SANDBERG
JACKSON REESE MORAN
Hugh G Anderson

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
OSAIC WEALTH, INC. · NASHVILLE, TN
OCEAN PARK ASSET MANAGEMENT, LLC · Nashville, TN
U.S. BANCORP ADVISORS, LLC · Nashville, TN

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