Best Investors
Account
Sign in
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-16 |
| NV | RA | APPROVED | 2025-12-16 |
| UT | RA | APPROVED | 2020-10-22 |
Branch Locations
3115 East Lion Lane, Suite 100, Salt Lake City, UT 84121 • 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 |
|---|---|---|---|---|
| Financial Insight Center | Salt Lake City | UT | 09/2014 | 09/2020 |
| Allegis Financial Partners | Orem | UT | 06/2014 | 09/2020 |
| The Insight Group Insurance Agency | Salt Lake City | UT | 09/2014 | 09/2020 |
| Ep Wealth Advisors | Salt Lake City | UT | 10/2020 | 01/2026 |
| Ep Wealth Advisors, Llc | Salt Lake City | UT | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-18 |
Reach out to this advisor