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27001 W. Agoura Road Suite 350, Calabasas, CA 91301-5112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-15 |
Branch Locations
27001 W. Agoura Road Suite 350, Calabasas, CA 91301-5112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Service Network | Beverly Hills | CA | 05/2012 | 10/2016 |
| Horter Investment Management, Llc | Cincinati | OH | 11/2016 | 01/2017 |
| Dennis Capital Management, Llc | Beverly Hills | CA | 01/2017 | 10/2020 |
| Ep Wealth Advisors, Llc | Torrance | CA | 10/2020 | 10/2022 |
| Brian Dennis, Attorney At Law | Studio City | CA | 02/2009 | Present |
| Brian Dennis, Cfp® | Studio City | CA | 07/2023 | Present |
| Brian Dennis, Independent Insurance Agent | Studio City | CA | 08/1979 | Present |
| Brian Dennis, Notary Public | Studio City | CA | 05/2013 | Present |
BRIAN K. DENNIS IS A LICENSED ATTORNEY (95% OF TIME) AND LICENSED INSURANCE AGENT (3% OF TIME). HE ALSO MAINTAINS A REAL ESTATE BROKER LICENSE (NO MORE THAN 1% OF TIME) AND IS A NOTARY PUBLIC (NO MORE THAN 1% OF TIME). ALL ACTIVITIES CONDUCTED FROM HIS PRIVATE RESIDENCE IN STUDIO CITY, CA, 91604-2978.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-12-09 |
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