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

Apr 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63

First exam

Oct 31, 2020

First registration

Jun 22, 2023

Dual registered

no

Other names

Maria Angelica Sison Prudente|Maria Angelica Prudente San Felipe|Maria Angelica San Felipe|Maria Angelica Sison San Felipe

IAPD individual key

6730614

• Occurred

  Jul 15, 2025
  Advisor changed firm

  Maria Angelica Prudente San Felipe left Peninsula Wealth, Llc for Ep Wealth Advisors (registered 2025-04-08)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a1d7f8fc-1e9a-0a41-3495-2adee33ae829

First observed

Jun 22, 2023

Last observed

Sep 15, 2026 4 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.