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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-24 |
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