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RIA / WealthAdvisorCertified Financial Planner30 years in industry

CHAD MITCHELL BURTON

Advisor at EP WEALTH ADVISORS

Vancouver, WA | TORRANCE, CA

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Search this name across graphsid dfx:ria:114fbbf9-9139-0a1a-5a8e-4c76ba7c4402

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Apr 28, 2000 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Aug 2, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Aug 2, 1996
First registration: Apr 28, 2000
Dual registered: no
IAPD individual key: 2778208

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EP WEALTH ADVISORS	Independent wealth	Feb 9, 2021	n/a	yes	TORRANCE, CA\|Vancouver, WA	Current employment
NEWFOCUS FINANCIAL GROUP, LLC	Former SEC adviser	Oct 15, 2010	Mar 31, 2021	no	VANCOUVER, WA\|VANCOUVER, WA	Previous registration
FEE PLANNING, LLC	n/a	May 20, 2010	Dec 31, 2010	no	VANCOUVER, WA	Previous registration
NEWFOCUS FINANCIAL GROUP, LLC	Former SEC adviser	May 2, 2005	Jan 4, 2010	no	VANCOUVER, WA	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Jan 1, 2004	Mar 7, 2005	no	VANCOUVER, WA	Previous registration
LOCUST STREET SECURITIES, INC.	n/a	Feb 20, 2002	Jan 1, 2004	no	VANCOUVER, WA	Previous registration
DAN MARTIN DBA WESTSTAR FINANCIAL GROUP	n/a	Oct 30, 2000	Dec 31, 2004	no	VANCOUVER, WA	Previous registration
VESTAX SECURITIES CORPORATION	n/a	Apr 28, 2000	Oct 14, 2002	no	PORTLAND, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
NEWFOCUS FINANCIAL GROUP, LLC	EP WEALTH ADVISORS	Mar 31, 2021	Feb 9, 2021	-50	Firm change after gap	RIA to RIA
FEE PLANNING, LLC	NEWFOCUS FINANCIAL GROUP, LLC	Dec 31, 2010	Oct 15, 2010	-77	Firm change after gap	Other
NEWFOCUS FINANCIAL GROUP, LLC	FEE PLANNING, LLC	Jan 4, 2010	May 20, 2010	136	Firm change	Other
VOYA FINANCIAL ADVISORS, INC.	NEWFOCUS FINANCIAL GROUP, LLC	Mar 7, 2005	May 2, 2005	56	Firm change	Other
DAN MARTIN DBA WESTSTAR FINANCIAL GROUP	LOCUST STREET SECURITIES, INC.	Dec 31, 2004	Feb 20, 2002	-1,045	Firm change after gap	Other
LOCUST STREET SECURITIES, INC.	VOYA FINANCIAL ADVISORS, INC.	Jan 1, 2004	Jan 1, 2004	0	Bulk transfer	Other
VESTAX SECURITIES CORPORATION	DAN MARTIN DBA WESTSTAR FINANCIAL GROUP	Oct 14, 2002	Oct 30, 2000	-714	Firm change after gap	Other

Relationships

Registered with (7)

→ EP WEALTH ADVISORSRegistered adviserregistration: current employment
Feb 9, 2021 to presentfactForm ADV
→ NEWFOCUS FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Oct 15, 2010 to Mar 31, 2021factForm ADV
→ FEE PLANNING, LLCRegistered adviserregistration: previous registration
May 20, 2010 to Dec 31, 2010factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Jan 1, 2004 to Mar 7, 2005factForm ADV
→ DAN MARTIN DBA WESTSTAR FINANCIAL GROUPRegistered adviserregistration: previous registration
Oct 30, 2000 to Dec 31, 2004factForm ADV
→ LOCUST STREET SECURITIES, INC.Registered adviserregistration: previous registration
Feb 20, 2002 to Jan 1, 2004factForm ADV
→ VESTAX SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Apr 28, 2000 to Oct 14, 2002factForm ADV

Dated events

No dated event names this entity yet.