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

Jun 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65

First exam

May 29, 2018

First registration

Jun 27, 2018

Dual registered

no

Other names

Elizabeth A. Williams|Betsy Williams|Elizabeth Alden Nelson|Betsy Nelson

IAPD individual key

6971978

• Occurred

  Jan 22, 2025
  Advisor changed firm

  Elizabeth Alden Williams left Gather Financial Planning for Ep Wealth Advisors (registered 2024-11-26)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5eca210e-712d-7f78-bc67-d569fdac60b6

First observed

Jun 27, 2018

Last observed

Sep 14, 2026 6 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.