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Advisor at EP WEALTH ADVISORS
TORRANCE, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| EP WEALTH ADVISORS | Independent wealth | Dec 15, 2025 | n/a | yes | TORRANCE, CA | Current employment |
| GLENCREST INVESTMENT ADVISORS, INC. | n/a | Oct 31, 2006 | Dec 4, 2007 | no | CLAREMONT, CA | Previous registration |
| GENTER CAPITAL MANAGEMENT | Independent wealth | Jan 21, 2004 | Nov 7, 2006 | no | LOS ANGELES, CA | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Aug 13, 1998 | Oct 10, 2003 | no | GLENDALE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GLENCREST INVESTMENT ADVISORS, INC. | EP WEALTH ADVISORS | Dec 4, 2007 | Dec 15, 2025 | 6,586 | Firm change after gap | Other |
| GENTER CAPITAL MANAGEMENT | GLENCREST INVESTMENT ADVISORS, INC. | Nov 7, 2006 | Oct 31, 2006 | -7 | Firm change | Other |
| CHARLES SCHWAB & CO., INC. | GENTER CAPITAL MANAGEMENT | Oct 10, 2003 | Jan 21, 2004 | 103 | Firm change | Other |