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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-06 |
| CA | RA | APPROVED | 2025-01-03 |
Branch Locations
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
135 W North St. Brighton, Brighton, MI 48116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab | Denver | CO | 03/1999 | 12/2017 |
| Syntes Language | Greenwood Village | CO | 12/2018 | 02/2019 |
| Sales Bq | Denver | CO | 02/2019 | 05/2019 |
| Unemployed | Highlands Ranch | CO | 12/2017 | 12/2018 |
| Student | Highlands Ranch | CO | 01/2018 | 12/2024 |
| Executive Wealth Management | Brighton | MI | 05/2019 | 12/2024 |
| Private Client Services | Brighton | MI | 10/2019 | 12/2022 |
| Ewm Tax Solutions | Brighton | MI | 10/2023 | 12/2024 |
| Ep Wealth Advisors, Llc | Brighton | MI | 12/2024 | Present |
1) EWM Tax Solutions, Brighton, MI, Tax Services, Manager. Start Date 10/02/2023, 40 hours per month devoted, 40 hours per month devoted during securities trading hours, develop and implement strategy across EWM Tax, create business objectives, manage the staff, conduct performance reviews, interview, and acquire talent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-19 |
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