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

Sep 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

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Mar 12, 2018

First registration

Jul 31, 2020

Dual registered

no

Other names

Sam Terminello|SAMUEL TERMINELLO

IAPD individual key

6896737

• Occurred

  Jul 15, 2025
  Advisor changed firm

  Samuel Eaton Terminello left Peninsula Wealth, Llc for Ep Wealth Advisors (registered 2025-04-08)

  Form ADVobserved 6 days ago
• Occurred

  Mar 20, 2024
  Advisor changed firm

  Samuel Eaton Terminello left Facet for Peninsula Wealth, Llc (registered 2024-05-10)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b4911cff-fb28-37f8-ea10-fbf22e2f55f9

First observed

Jul 31, 2020

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.