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 |
|---|---|---|---|
| NM | RA | APPROVED | 2026-02-18 |
| CA | RA | APPROVED | 2026-02-17 |
| TX | RA | APPROVED | 2026-02-17 |
Branch Locations
136 Grant Ave, Santa Fe, NM 87501 • 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 |
|---|---|---|---|---|
| Longview Asset Management Llc | Santa Fe | NM | 05/2013 | 03/2026 |
| Ep Wealth Advisors, Llc | Santa Fe | NM | 01/2026 | Present |
Name: Santa Fe Conservation Trust Investment Related: No Address: 4000 Kiva Ct, Suite B , Santa Fe, NM 87502 Nature: The Santa Fe Conservation Trust is helping to create a network of natural, open lands in and around our communities, forever protected for all living creatures. Position: Finance Committee Member Title: Finance Committee Member Start Date: 02/01/2025 Hours/Month: 2 Hours devoted during trading hours: 2/month Duties: Monthly meetings (at most) by Zoom for roughly an hour, helping to oversee the organization's financial reporting and planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-06 |
Reach out to this advisor