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Advisor at EP WEALTH ADVISORS
San Diego, CA | TORRANCE, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| EP WEALTH ADVISORS | Independent wealth | Dec 15, 2025 | n/a | yes | San Diego, CA|TORRANCE, CA | Current employment |
| CENTURA WEALTH ADVISORY | Independent wealth | May 2, 2022 | May 3, 2024 | no | SAN DIEGO, CA | Previous registration |
| ALPHACORE CAPITAL LLC | Independent wealth | Aug 20, 2018 | May 4, 2022 | no | LA JOLLA, CA | Previous registration |
| DELPHI PRIVATE ADVISORS | Former SEC adviser | Aug 8, 2013 | Jun 1, 2018 | no | SAN DIEGO, CA|SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CENTURA WEALTH ADVISORY | EP WEALTH ADVISORS | May 3, 2024 | Dec 15, 2025 | 591 | Firm change after gap | RIA to RIA |
| ALPHACORE CAPITAL LLC | CENTURA WEALTH ADVISORY | May 4, 2022 | May 2, 2022 | -2 | Firm change | RIA to RIA |
| DELPHI PRIVATE ADVISORS | ALPHACORE CAPITAL LLC | Jun 1, 2018 | Aug 20, 2018 | 80 | Firm change | RIA to RIA |