Emily Sorensen

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-03-28
UT	RA	APPROVED	2024-03-28

Branch Locations

506 W. 100 S.|, Providence, UT 84332 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Ep Wealth Advisors, Llc.	Logan	UT	08/2023	08/2026
Spring Source Wealth Advisors	Hillsboro	OR	05/2022	08/2023
The Center For Growth And Opportunity At Utah State University	Logan	UT	01/2020	05/2023
Utah State University	Logan	UT	01/2020	05/2022
Utah State University	Logan	UT	08/2015	05/2021
Conservice The Utility Experts	Logan	UT	06/2018	06/2019
Conservice The Utility Experts	Logan	UT	04/2017	07/2018
Utah State University	Logan	UT	08/2021	05/2023
Ep Wealth Advisors, Llc	Los Angeles	CA	08/2026	Present

08/2023 → 08/2026

Ep Wealth Advisors, Llc.

Logan, UT
05/2022 → 08/2023

Spring Source Wealth Advisors

Hillsboro, OR
01/2020 → 05/2023

The Center For Growth And Opportunity At Utah State University

Logan, UT
01/2020 → 05/2022

Utah State University

Logan, UT
08/2015 → 05/2021

Utah State University

Logan, UT
06/2018 → 06/2019

Conservice The Utility Experts

Logan, UT
04/2017 → 07/2018

Conservice The Utility Experts

Logan, UT
08/2021 → 05/2023

Utah State University

Logan, UT
08/2026 → Present

Ep Wealth Advisors, Llc

Los Angeles, CA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-03-27

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