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

Oct 9, 1992earliest registration or exam on IAPD

Years in industry

33derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

5

Exams

S65|S63

First exam

Oct 9, 1992

First registration

Mar 9, 2009

Dual registered

no

Other names

BRIAN P MULVEY

IAPD individual key

2286524

• Occurred

  Sep 27, 2022
  Advisor changed firm

  Brian Patrick Mulvey left Minot Wealth Management Llc for Ep Wealth Advisors (registered 2024-07-03)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8c615c8e-0429-fdaf-c84b-bc54b87a803b

First observed

Mar 9, 2009

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.