Nancy Berman Epstein

Current Employers

Employment History

• 06/2016 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 01/1997 → 06/2016
  Protected Investors Of America
  San Francisco, CA
• 06/2016 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 1998-09-10 → 2016-07-22
  Protected Investors Of America
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  Oakland, CA

Other Businesses

1.INDEPENDENT INSURANCE AGENT, 6012 MONROE AVE, OAKLAND, CA, 1/2000 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 20 HR/YR - 0/TRADING. 2.OWNER OF SINGLE FAMILY HOME FOR RENT IN SAN FRANCISCO, CA, 7/1991. INV REL - 15 HR/YR - 0/TRADING. 3.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 30 HR/WK - 5/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 4. PROTECTED INVESTORS OF AMERICA, 6012 Monroe Av, Oakland CA 94618, United States, 05/16/2024, DBA, Using a Trade Name/dba, INV REL, 0 HR/MO - 0 HR/MO TRADING 5. NANCY EPSTEIN, 6012 Monroe Avenue, Oakland CA 94618, United States, 10/31/2025, Owner, Real Estate, NIR, 2 HR/MO - 0 HR/MO TRADING 6. NANCY EPSTEIN, 6012 Monroe Avenue, Oakland CA 94618, United States, 10/31/2025, Agent, Insurance/Benefits/Human Resources, NIR, 1 HR/MO - 1 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-04
• S63 Uniform Securities Agent State Law Examination
  1997-04-01