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

Jul 6, 1984earliest registration or exam on IAPD

Years in industry

42derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Exams

S66|S63

First exam

Jul 6, 1984

First registration

May 3, 2010

Dual registered

no

IAPD individual key

1263261

• Occurred

  Mar 23, 2026
  Advisor changed firm

  Harlan Myles Flint left Longview Asset Management, Llc for Ep Wealth Advisors (registered 2026-02-17)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2c1d2d20-734f-cd53-ae64-3e25c8ae5b0e

First observed

May 3, 2010

Last observed

Sep 14, 2026 7 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.