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Current Employers
Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2026-07-09
  • ME RA
    APPROVED
    Since 2026-07-09

Branch Locations

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

155 Park Row, Brunswick, ME 04011 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ep Wealth Advisors, Llc Brunswick ME 06/2026 Present
Jp Morgan Chase Bank, N.A. Burlington VT 04/2021 08/2022
Kru Coffee Burlington VT 07/2020 11/2020
Waterworks Food + Drink Burlington VT 07/2019 11/2019
Performa Llc Burlington VT 06/2018 12/2018
Cafe Loti Burlington VT 05/2017 08/2017
Burke Hotel And Conference Center East VT 09/2016 12/2016
Champlain Mill Restaurant Llc Winooski VT 07/2019 11/2019
Unemployed Burlington VT 12/2020 04/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated Burlington VT 08/2022 08/2025
University Of Vermont Burlington VT 12/2016 12/2020
Bank Of America N.A. Burlington VT 10/2022 08/2025
Unemployed Portland ME 08/2025 02/2026
Grp Retirement Planning Farmingdale ME 02/2026 05/2026
  • 06/2026 → Present
    Ep Wealth Advisors, Llc
    Brunswick, ME
  • 04/2021 → 08/2022
    Jp Morgan Chase Bank, N.A.
    Burlington, VT
  • 07/2020 → 11/2020
    Kru Coffee
    Burlington, VT
  • 07/2019 → 11/2019
    Waterworks Food + Drink
    Burlington, VT
  • 06/2018 → 12/2018
    Performa Llc
    Burlington, VT
  • 05/2017 → 08/2017
    Cafe Loti
    Burlington, VT
  • 09/2016 → 12/2016
    Burke Hotel And Conference Center
    East, VT
  • 07/2019 → 11/2019
    Champlain Mill Restaurant Llc
    Winooski, VT
  • 12/2020 → 04/2021
    Unemployed
    Burlington, VT
  • 08/2022 → 08/2025
    Burlington, VT
  • 12/2016 → 12/2020
    University Of Vermont
    Burlington, VT
  • 10/2022 → 08/2025
    Bank Of America N.A.
    Burlington, VT
  • 08/2025 → 02/2026
    Unemployed
    Portland, ME
  • 02/2026 → 05/2026
    Grp Retirement Planning
    Farmingdale, ME
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-02
S63 Uniform Securities Agent State Law Examination 2022-02-12
  • S66 Uniform Combined State Law Examination
    2022-11-02
  • S63 Uniform Securities Agent State Law Examination
    2022-02-12
Other Names
  • Linus Nygard

View on SEC IAPD

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