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

Feb 18, 2000earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

8derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63

First exam

Feb 18, 2000

First registration

Dec 12, 2006

Dual registered

no

Other names

BRAD OWEN|GIVIN OWEN|G. BRADLEY D. OWEN

IAPD individual key

4065007

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2a9f32d7-cf37-629a-d033-53bd89ccf220

First observed

Dec 12, 2006

Last observed

Sep 14, 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.