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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 2025-01-01
UT RA APPROVED 2023-10-30
  • CA RA
    APPROVED
    Since 2025-01-01
  • UT RA
    APPROVED
    Since 2023-10-30

Branch Locations

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

3115 Lion Ln Ste 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 Torrance CA 09/2022 Present
Fox Pest Control Logan UT 05/2019 09/2022
Byu Provo UT 01/2016 05/2019
  • 09/2022 → Present
    Torrance, CA
  • 05/2019 → 09/2022
    Fox Pest Control
    Logan, UT
  • 01/2016 → 05/2019
    Byu
    Provo, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-27
  • S65 Uniform Investment Adviser Law Examination
    2023-10-27
Designations

View on SEC IAPD

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