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Michael Trent Stillman

Ep Wealth Advisors

Dallas, TX

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 2025-11-19
TX RA APPROVED 2020-02-25
  • CA RA
    APPROVED
    Since 2025-11-19
  • TX RA
    APPROVED
    Since 2020-02-25

Branch Locations

2301 Cedar Springs Road, Suite 150, Dallas, TX 75201 • 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
International Research & Asset Management Inc Dallas TX 08/1999 02/2020
Cloud Neff Management Tulsa OK 11/2007 02/2020
Ep Wealth Advisors Torrance CA 02/2020 Present
  • 08/1999 → 02/2020
    International Research & Asset Management Inc
    Dallas, TX
  • 11/2007 → 02/2020
    Cloud Neff Management
    Tulsa, OK
  • 02/2020 → Present
    Ep Wealth Advisors
    Torrance, CA
Previous Registrations
  • 1999-10-11 → 2020-02-19
    International Research & Asset Management Inc
    Dallas, TX
  • 2007-11-01 → 2009-12-31
    Cloud Capital Llc
    Tulsa, OK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-11-17
S63 Uniform Securities Agent State Law Examination 1987-07-20
  • S65 Uniform Investment Adviser Law Examination
    1994-11-17
  • S63 Uniform Securities Agent State Law Examination
    1987-07-20
Other Names
  • Michael Trent Stillman
  • Mike Stillman

View on SEC IAPD

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