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Sachin Maheshwari

Ep Wealth Advisors

Torrance, 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 2024-01-02
  • CA RA
    APPROVED
    Since 2024-01-02

Branch Locations

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • 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
Celanese Corporation Rancho Palos Verdes CA 11/2021 05/2023
Exxon Mobil Corporation Spring TX 04/2004 11/2021
Ep Wealth Advisors, Llc. Torrance CA 05/2023 Present
  • 11/2021 → 05/2023
    Celanese Corporation
    Rancho Palos Verdes, CA
  • 04/2004 → 11/2021
    Exxon Mobil Corporation
    Spring, TX
  • 05/2023 → Present
    Ep Wealth Advisors, Llc.
    Torrance, CA
Other Businesses

Avansco LLC.,; 3400 Cottage Way, Suite G2 #661 Sacramento, CA 95825; Office Building Ownership; managing member; 04/19/2019; 2 hours/week; business is not conducted during firms trading hours; Triple net lease with minimal oversight needed. Activities include tending to periodic property issues.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-29
  • S65 Uniform Investment Adviser Law Examination
    2023-06-29

View on SEC IAPD

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