DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner24 years in industry

LEA ANN GARRISON KNIGHT

Advisor at EP WEALTH ADVISORS

Santa Fe, NM | TORRANCE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:27cc2f09-be24-4aec-ab35-74a241165653

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 1
Observed: Feb 8, 2007 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

LEA Ann Garrison Knight

same person, same CRD on Schedule A · confidence 95% · family precision 100%

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: Jan 2, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Jan 2, 2002
First registration: Feb 8, 2007
Dual registered: no
Other names: LEA ANN GARRISON|LEA ANN KNIGHT|LEA ANN GARRISON KNIGHT|LEA ANN GARRISON|LEA ANN GARRISON KNIGHT|LEA ANN G KNIGHT|LEA ANN KNIGHT
IAPD individual key: 2911144

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	Sep 16, 2025	n/a	yes	TORRANCE, CA\|Santa Fe, NM	Current employment
BETTER MONEY DECISIONS	Former SEC adviser	Jan 3, 2019	Mar 9, 2026	no	Santa Fe, NM\|SANTA FE, NM\|Albuquerque, NM	Previous registration
NORTH AMERICAN MANAGEMENT CORP	Former SEC adviser	Nov 24, 2014	Dec 31, 2018	no	BOSTON, MA	Previous registration
GARRISON/KNIGHT FINANCIAL PLANNING	n/a	Jan 11, 2013	Aug 2, 2014	no	BEDFORD, MA	Previous registration
CGN ADVISORS, LLC	Independent wealth	Jan 4, 2012	Jan 14, 2013	no	BEDFORD, MA\|MANHATTAN, KS	Previous registration
GARRISON/KNIGHT FINANCIAL PLANNING	n/a	Jun 30, 2009	Dec 31, 2011	no	BEDFORD, MA	Previous registration
EDWARD JONES	National bd RIA	Feb 8, 2007	Jun 10, 2009	no	BEDFORD, MA	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
BETTER MONEY DECISIONS	EP WEALTH ADVISORS	Mar 9, 2026	Sep 16, 2025	-174	Firm change after gap	RIA to RIA
NORTH AMERICAN MANAGEMENT CORP	BETTER MONEY DECISIONS	Dec 31, 2018	Jan 3, 2019	3	Firm change	RIA to RIA
GARRISON/KNIGHT FINANCIAL PLANNING	NORTH AMERICAN MANAGEMENT CORP	Aug 2, 2014	Nov 24, 2014	114	Firm change	Other
CGN ADVISORS, LLC	GARRISON/KNIGHT FINANCIAL PLANNING	Jan 14, 2013	Jan 11, 2013	-3	Firm change	Other
GARRISON/KNIGHT FINANCIAL PLANNING	CGN ADVISORS, LLC	Dec 31, 2011	Jan 4, 2012	4	Firm change	Other
EDWARD JONES	GARRISON/KNIGHT FINANCIAL PLANNING	Jun 10, 2009	Jun 30, 2009	20	Firm change	Other

Relationships

Registered with (6)

→ EP WEALTH ADVISORSRegistered adviserregistration: current employment
Sep 16, 2025 to presentfactForm ADV
→ BETTER MONEY DECISIONSRegistered adviserregistration: previous registration
Jan 3, 2019 to Mar 9, 2026factForm ADV
→ NORTH AMERICAN MANAGEMENT CORPRegistered adviserregistration: previous registration
Nov 24, 2014 to Dec 31, 2018factForm ADV
→ GARRISON/KNIGHT FINANCIAL PLANNINGRegistered adviserregistration: previous registration
Jan 11, 2013 to Aug 2, 2014factForm ADV
→ CGN ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 4, 2012 to Jan 14, 2013factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Feb 8, 2007 to Jun 10, 2009factForm ADV

Dated events

Occurred
Mar 9, 2026
Advisor changed firm
Lea Ann Garrison Knight left Better Money Decisions for Ep Wealth Advisors (registered 2025-09-16)
Form ADVobserved 5 days ago