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Joseph John Crossan

Ep Wealth Advisors

Westlake Village, CA

Torrance, CA

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Current Employers
Ep Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-05-19
CA RA APPROVED 2025-05-15
  • NV RA
    APPROVED
    Since 2025-05-19
  • CA RA
    APPROVED
    Since 2025-05-15

Branch Locations

5743 Corsa Avenue Suite 216, Westlake Village, CA 91362 • United States

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
Nbs Financial Services, Inc Westlake Village CA 01/1995 04/2025
Financial West Group Westlake Village CA 06/1999 11/2018
Ep Wealth Advisors, Llc. Torrance CA 04/2025 Present
  • 01/1995 → 04/2025
    Nbs Financial Services, Inc
    Westlake Village, CA
  • 06/1999 → 11/2018
    Financial West Group
    Westlake Village, CA
  • 04/2025 → Present
    Ep Wealth Advisors, Llc.
    Torrance, CA
Previous Registrations
  • 1997-07-08 → 2025-05-13
    Nbs Financial Services, Inc.
    Westlake Village, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1990-05-14
  • S63 Uniform Securities Agent State Law Examination
    1990-05-14
Designations
Other Names
  • Geordie John Crossan

View on SEC IAPD

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