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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-23 |
Branch Locations
892 Aerovista Pl Suite 220, San Luis Obispo, CA 93401 • 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 | San Luis Obispo | CA | 04/2026 | Present |
| Garcia Architecture + Design | San Luis Obispo | CA | 12/2005 | 04/2024 |
| Ep Wealth Advisors, Llc | San Luis Obispo | CA | 03/2024 | 04/2026 |
| Wacker Wealth Partners | San Luis Obispo | CA | 08/2023 | 03/2024 |
Name: Garcia Architecture + Design Investment Related: No Address: 1308 Monterey Street Suite 230 , San Luis Obispo, CA 93401 Nature: Provides complete and comprehensive architectural design services for projects locally as well as throughout the western U.S. and beyond. Position: Bookkeeper Title: Bookkeeper Start Date: 12/01/2005 Hours/Month: 20/month. 5/week Hours devoted during trading hours: 0. Duties: Accounts Payable, Accounts Receivable, Payroll
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-23 |
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