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Tyson David Tate

Ep Wealth Advisors

Salt Lake City, UT

Torrance, CA

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Current Employers
Ep Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-07-10
CA RA APPROVED 2023-07-09
  • UT RA
    APPROVED
    Since 2023-07-10
  • CA RA
    APPROVED
    Since 2023-07-09

Branch Locations

3115 Lion Lane Suite 100, Salt Lake City, UT 84121 • 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
Ep Wealth Advisors, Llc. Torrance CA 06/2023 Present
Costco Wholesale Murray UT 07/2020 06/2023
Brick Oven Restaurants South Jordan UT 01/2019 06/2020
South Jordan City South Jordan UT 05/2016 01/2019
  • 06/2023 → Present
    Ep Wealth Advisors, Llc.
    Torrance, CA
  • 07/2020 → 06/2023
    Costco Wholesale
    Murray, UT
  • 01/2019 → 06/2020
    Brick Oven Restaurants
    South Jordan, UT
  • 05/2016 → 01/2019
    South Jordan City
    South Jordan, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-03
  • S65 Uniform Investment Adviser Law Examination
    2023-07-03

View on SEC IAPD

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