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

EPG WEALTH MANAGEMENT LLC

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 13, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Apr 13, 2002

First registration

Apr 21, 2005

Dual registered

yes, broker-dealer

IAPD individual key

4494427

• Occurred

  Dec 31, 2022
  Advisor changed firm

  David Stuart Jones left Esi Financial Advisors for Epg Wealth Management Llc (registered 2023-01-06)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a65cace4-dc8f-7b4e-5d4a-0bb999bcec53

First observed

Apr 21, 2005

Last observed

Sep 14, 2026 7 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.