# SCOTT EDWARD UPHAM

SCOTT EDWARD UPHAM is an investment adviser representative (IAR) with state registration records since 2006, appearing at 4 firms. Currently registered with EP WEALTH ADVISORS, LLC..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [EP WEALTH ADVISORS, LLC.](https://search.stillhousedata.com/firm/111147) | 2023-02-06 | present | Yes |
| [CRIBSTONE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/174974) | 2015-05-01 | 2023-02-14 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2012-03-07 | 2015-05-07 | — |
| [RUSSELL INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/105734) | 2006-01-18 | 2012-01-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2377756)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2377756.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.