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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
1333 N. California Street, Suite 100, Walnut Creek, CA 94596 • United States
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Richman Financial Planning, Llc | Berkeley | CA | 04/2018 | 06/2019 |
| Fidelity Private Wealth Management | Palo Alto | CA | 12/2012 | 06/2017 |
| Unemployed | Berkley | CA | 07/2017 | 03/2018 |
| Ep Wealth Advisors, Llc | Torrance | CA | 06/2019 | 02/2020 |
| Ep Wealth Advisors, Llc | Torrance | CA | 02/2020 | 10/2025 |
| Ep Wealth Advisors, Llc | Torrance | CA | 10/2025 | Present |
OAA#: 10728 | Org Name:Rental Properties | Org Addr: Berkeley, CA, US | Nature of Bus:Rental Properties | Invst Rel:N | Title:Owner | Duties:Owner, Property Manager handles activity. | Start Dt:06/12/2010 | Total Hrs p/m:1 | Sec Trdng Hrs p/m:0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-31 |
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