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

Jan 1, 2005earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Feb 13, 2023

First registration

Feb 13, 2023

Dual registered

no

Other names

Martin J Rodriguez|Martin Jacob Rodriguez

IAPD individual key

7559922

• Occurred

  Mar 23, 2026
  Advisor changed firm

  Martin J Rodriguez left Longview Asset Management, Llc for Ep Wealth Advisors (registered 2026-02-24)

  Form ADVobserved 6 days ago
• Occurred

  Nov 7, 2024
  Advisor changed firm

  Martin J Rodriguez left Wells Fargo Advisors for Longview Asset Management, Llc (registered 2024-11-19)

  Form ADVobserved 6 days ago
• Occurred

  Dec 15, 2023
  Advisor changed firm

  Martin J Rodriguez left Morgan Stanley for Wells Fargo Advisors (registered 2024-03-05)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4cb56d39-e587-34ce-dee3-ecdbb9718332

First observed

Feb 13, 2023

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.