Best Investors
Account
Sign in
Best Investors
Account
Sign in
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-29 |
| TX | RA | APPROVED | 2026-06-26 |
Branch Locations
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
535 Middlefield Rd Suite 160, Menlo Park, CA 94025 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Opes Advisors | Palo Alto | CA | 03/2005 | 05/2017 |
| Opes Wealth Management, Llc | Palo Alto | CA | 12/2018 | 06/2026 |
| Ep Wealth Advisors, Llc | Menlo Park | CA | 06/2026 | Present |
| Flagstar Bank - Opes Advisors Division | Palo Alto | CA | 05/2017 | 12/2018 |
Name: Mark Duvall & Lee Eisler Duvall rentals Investment Related: No Address: 2 Fredrick Court, Menlo Park CA 94025 Nature: Rental Properties Position: Owner Title: Owner Start Date: Jan 2007 Hours/Month: 4 Hours devoted during trading hours: 0 Duties: Choose new renters when a vacancy occurs, collect rents, and ensure maintenance is completed by others when needed. Also work with our accountant to file relevant tax aspects including tracking income and expenses.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-07-25 |
| S65 | Uniform Investment Adviser Law Examination | 1993-11-22 |
Reach out to this advisor