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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-12 |
| CO | RA | APPROVED | 2025-11-12 |
| LA | RA | APPROVED | 2024-09-09 |
| NH | RA | APPROVED | 2024-07-08 |
| MA | RA | APPROVED | 2024-05-09 |
| ME | RA | APPROVED | 2023-02-06 |
Branch Locations
155 Park Row, Brunswick, ME 04011 • United States
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cribstone Capital Management, Llc | Augusta | ME | 05/2015 | 12/2022 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 05/2015 | 12/2022 |
| Ep Wealth Advisors, Llc. | Augusta | ME | 12/2022 | 01/2026 |
| Ep Wealth Advisors, Llc. | Augusta | ME | 01/2026 | Present |
Tedford Housing. Investment Related. P.O Box 958, Brunswick ME 04011. Non Profit Homeless Shelter. Trustee. 01/2/2023. 1 Hrs/Wk; 0 hours During Trading Hours. Provide Governance, Oversight, and Professional Guidance as Trustee and Member of the Finance Committee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-27 |
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