Carlos Mauricio Alas is an investment adviser representative (IAR) with state registration records since 2023, appearing at 4 firms. Currently registered with EP WEALTH ADVISORS, LLC..
| Firm | From | To | Current |
|---|---|---|---|
| EP WEALTH ADVISORS, LLC. | 2026-06-24 | present | Yes |
| SUMMIT WEALTH GROUP LLC | 2025-09-25 | 2026-06-22 | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 2024-02-06 | 2025-05-07 | — |
| CHARLES SCHWAB & CO., INC. | 2023-10-27 | 2024-02-01 | — |