Best Investors Account Sign in
Inactive

David Aaron Cantor

Ep Wealth Advisors

Torrance, CA

Santa Fe, NM

Claim This Profile
Current Employers
Ep Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-19
NM RA APPROVED 2026-02-19
TX RA APPROVED 2026-02-18
  • CA RA
    APPROVED
    Since 2026-02-19
  • NM RA
    APPROVED
    Since 2026-02-19
  • TX RA
    APPROVED
    Since 2026-02-18

Branch Locations

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

136 Grant Ave, Santa Fe, NM 87501 • 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
David A. Cantor Santa Fe NM 01/1990 Present
Longview Asset Management Llc Santa Fe NM 08/2002 03/2026
Ep Wealth Advisors, Llc Santa Fe NM 01/2026 Present
  • 01/1990 → Present
    David A. Cantor
    Santa Fe, NM
  • 08/2002 → 03/2026
    Longview Asset Management Llc
    Santa Fe, NM
  • 01/2026 → Present
    Ep Wealth Advisors, Llc
    Santa Fe, NM
Previous Registrations
  • 2003-01-10 → 2026-03-23
    Longview Asset Management, Llc
    Santa Fe, NM
    Santa Fe, NM
    Santa Fe, NM
    Santa Fe, NM
  • 2006-03-23 → 2010-12-31
    Mindful Investment Management Company
    Santa Fe, NM
  • 2003-01-10 → 2010-12-31
    Raven'SWing Asset Management, Inc.
    Santa Fe, NM
Other Businesses

Name: Oil Change International Investment Related: No Address:714 G St. SE, #202 Washington, DC 20003 Nature: Oil Change International is a research, communications, and advocacy organization working to expose the true costs of fossil fuels and facilitate the ongoing transition to clean energy. Position: Board Member Title: Board Member on the Finance Committee Start Date: 2/1/2025 Hours/Month: 2 Hours devoted during trading hours: 2/month Duties: Board and finance committee meetings Name: Zen Center Investment Related: No Address: 1404 Cerro Gordo Road, Santa Fe, NM 87505 Nature: Buddhist monastery offers daily Zen meditation, weekly dharma talks, and programs on Buddhist teachings, Buddhist art, neuroscience, and social engagement Position: Board Member Title: Treasurer Start Date: 01/01/2003 Hours/Month: 2 Hours devoted during trading hours: 2/month Duties: Board and finance committee meetings Name: Conservation Voters New Mexico Investment Related: No Address: PO Box 636 , Santa Fe, NM 87504 Nature: Collaborate with partners across our state to support pro-conservation legislation Position: Treasurer Title: Treasurer Start Date: 01/01/2016 Hours/Month: 2 Hours devoted during trading hours: 2/month Duties: Board and finance committee meetings.

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Torrance, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor