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Joey Roman

Ep Wealth Advisors

Torrance, CA

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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 2024-01-24
  • CA RA
    APPROVED
    Since 2024-01-24

Branch Locations

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
Woodrow Wilson High School Long Beach CA 01/2014 03/2018
Target Long Beach CA 11/2019 04/2020
Vet Care Pet Clinic Garden Grove CA 12/2020 05/2021
Ep Wealth Advisors Torrance CA 01/2023 05/2023
Long Beach Fire Department Long Beach CA 04/2018 09/2024
California State University Long Beach Long Beach CA 09/2018 05/2023
Ep Wealth Advisors Torrance CA 06/2023 01/2024
Ep Wealth Advisors, Llc Torrance CA 01/2024 10/2025
Ep Wealth Advisors Llc Torrance CA 10/2025 Present
  • 01/2014 → 03/2018
    Woodrow Wilson High School
    Long Beach, CA
  • 11/2019 → 04/2020
    Target
    Long Beach, CA
  • 12/2020 → 05/2021
    Vet Care Pet Clinic
    Garden Grove, CA
  • 01/2023 → 05/2023
    Torrance, CA
  • 04/2018 → 09/2024
    Long Beach Fire Department
    Long Beach, CA
  • 09/2018 → 05/2023
    California State University Long Beach
    Long Beach, CA
  • 06/2023 → 01/2024
    Torrance, CA
  • 01/2024 → 10/2025
    Ep Wealth Advisors, Llc
    Torrance, CA
  • 10/2025 → Present
    Ep Wealth Advisors Llc
    Torrance, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-24
  • S65 Uniform Investment Adviser Law Examination
    2023-06-24
Designations

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