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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 2023-12-12
  • CA RA
    APPROVED
    Since 2023-12-12

Branch Locations

1333 N California Blvd Suite 100, Walnut Creek, CA 94596 • 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 05/2023 02/2026
Uc Berkeley Berkeley CA 07/2019 04/2023
Adam Hale Gardening Berkeley CA 05/2018 07/2019
Aerotek/Cruise San Fransisco CA 03/2017 05/2018
Whole Foods Berkeley CA 11/2016 02/2017
Dig Deep Farms San Leandeo CA 05/2014 10/2016
Ep Wealth Advisors Llc Walnut Creek CA 02/2026 Present
  • 05/2023 → 02/2026
    Ep Wealth Advisors, Llc
    Torrance, CA
  • 07/2019 → 04/2023
    Uc Berkeley
    Berkeley, CA
  • 05/2018 → 07/2019
    Adam Hale Gardening
    Berkeley, CA
  • 03/2017 → 05/2018
    Aerotek/Cruise
    San Fransisco, CA
  • 11/2016 → 02/2017
    Whole Foods
    Berkeley, CA
  • 05/2014 → 10/2016
    Dig Deep Farms
    San Leandeo, CA
  • 02/2026 → Present
    Ep Wealth Advisors Llc
    Walnut Creek, CA
Other Businesses

Name: The Foundation for Financial Planning Investment Related: No Address: Online via probonoplannermatch.org Nature: Offering on going financial planning support to low income/marginalized individuals in the US. Position: Volunteer Title: Volunteer Start Date: June 2025 Hours/Month: 8 Hours devoted during trading hours: 8/month Duties: Offering on going financial planning support to low income/marginalized individuals in the US. Name: Crabgrass Oasis Investment Related: No Address: 945 34th St. Richmond, CA 94805 Nature: Home based garden/farm business. Position: co owner/operator. Title:co owner/operator. Start Date: Oct 2023 Hours/Month: 20 Hours devoted during trading hours: 0 Duties: I sell excess products that we already produce onsite. Name: Adam and Julie Dog Sitting Investment Related: No Address: 945 34th St. Richmond, CA 94805 Nature: Providing at home boarding for dogs. Position: Co-owner/operator Title: Co-owner/operator Start Date: Feb 2025 Hours/Month: 12 Hours devoted during trading hours: 0 Duties: Pet sitting

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-24
  • S65 Uniform Investment Adviser Law Examination
    2022-10-24
Designations

View on SEC IAPD

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