Best Investors
Account
Sign in
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-23 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 11/2018 | 05/2020 |
| Unemployed | Yorba Linda | CA | 08/2018 | 11/2018 |
| California State University - Fullerton | Fullerton | CA | 08/2015 | 08/2018 |
| Ubs Financial Services Inc. | Seal Beach | CA | 04/2017 | 08/2017 |
| Bank Of America, N.A. | Newport Beach | CA | 12/2018 | 05/2020 |
| Morgan Stanley Smith Barney Llc | Newport Beach | CA | 05/2020 | 07/2022 |
| Lido Advisors, Llc | Los Angeles | CA | 07/2022 | 04/2025 |
| Mariner | Overland Park | KS | 04/2025 | 11/2025 |
| Ep Wealth Advisors, Llc | Torrance | CA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-30 |
Reach out to this advisor