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

Apr 28, 1998earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

8

Exams

S63|S65

First exam

Apr 28, 1998

First registration

Oct 14, 2019

Dual registered

no

IAPD individual key

2951459

• Occurred

  Feb 14, 2023
  Advisor changed firm

  Jeffrey Gaylord Burch left Cribstone Capital Management, Llc for Ep Wealth Advisors (registered 2023-02-13)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0a9c931d-db49-4bdc-e79c-f90adb6ebf4f

First observed

Oct 14, 2019

Last observed

Sep 15, 2026 4 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.