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 | 2024-12-06 |
| ME | RA | APPROVED | 2024-12-06 |
| TX | RA | APPROVED | 2024-12-06 |
Branch Locations
19 Northbrook Dr, Falmouth, ME 04105 • 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 |
|---|---|---|---|---|
| Wealth Gathering, Llc | Falmouth | ME | 09/2009 | Present |
| Gather Financial Planning | Falmouth | ME | 05/2012 | 11/2024 |
| Ep Wealth Advisors Llc | Falmouth | ME | 11/2024 | Present |
Leo & Rhea Fay Fruhman Foundation Treasurer, Financial Officer for this private charitable foundation. Duties include investment oversight, bookkeeping, grant funding, accounts payable, etc. 10hrs/week. Mostly after hours, but occasionally during normal business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-14 |
Reach out to this advisor