This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

EP WEALTH ADVISORS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S63

First exam

Jan 20, 2011

First registration

Jan 12, 2021

Dual registered

no

Other names

LOUIS LAWRENCE ODETTE|LOUIS LAWRENCE ODETTE

IAPD individual key

5849828

• Occurred

  Aug 7, 2026
  Advisor changed firm

  Louis Lawrence Odette left Opes Wealth Management, Llc for Ep Wealth Advisors (registered 2026-06-29)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:07faefa5-63d9-842c-120f-9dbf263653df

First observed

Jan 12, 2021

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.