# CHAD MITCHELL BURTON

CHAD MITCHELL BURTON is an investment adviser representative (IAR) with state registration records since 2000, appearing at 7 firms. Currently registered with EP WEALTH ADVISORS, LLC..

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [EP WEALTH ADVISORS, LLC.](https://search.stillhousedata.com/firm/111147) | 2021-02-09 | present | Yes |
| [NEWFOCUS FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/132578) | 2010-10-15 | 2021-03-31 | — |
| [FEE PLANNING, LLC](https://search.stillhousedata.com/firm/153739) | 2010-05-20 | 2010-12-31 | — |
| [NEWFOCUS FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/132578) | 2005-05-02 | 2010-01-04 | — |
| [VOYA FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/2882) | 2004-01-01 | 2005-03-07 | — |
| [LOCUST STREET SECURITIES, INC.](https://search.stillhousedata.com/firm/1703) | 2002-02-20 | 2004-01-01 | — |
| [DAN MARTIN DBA WESTSTAR FINANCIAL GROUP](https://search.stillhousedata.com/firm/117779) | 2000-10-30 | 2004-12-31 | — |
| [VESTAX SECURITIES CORPORATION](https://search.stillhousedata.com/firm/10332) | 2000-04-28 | 2002-10-14 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2778208)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2778208.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.
