Best Investors
Account
Sign in
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-07-09 |
Branch Locations
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
155 Park Row, Brunswick, ME 04011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-12 |
Reach out to this advisor