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 22, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Jan 22, 2014

First registration

Nov 26, 2014

Dual registered

no

Other names

ARMANDO ESTEVANE|ARMANDO ESTEVANE

IAPD individual key

6233593

• Occurred

  Mar 15, 2022
  Advisor changed firm

  Armando Estevane left J.P. Morgan Securities Llc for Ep Wealth Advisors (registered 2022-03-31)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5b877b38-e724-47d3-285b-a25e2ea4d584

First observed

Nov 26, 2014

Last observed

Sep 14, 2026 5 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.