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RIA / WealthAdvisorCertified Financial Planner11 years in industry

AMANDA KENNEDY SKRIVANICH

Advisor at EP WEALTH ADVISORS

Seattle, WA | TORRANCE, CA

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Search this name across graphsid dfx:ria:c07dad10-eacd-613c-370f-dcb696c35ccc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jun 29, 2016 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: May 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 11, 2015
First registration: Jun 29, 2016
Dual registered: no
Other names: Amanda Leigh Kennedy|AMANDA LEIGH SKRIVANICH
IAPD individual key: 6260609

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EP WEALTH ADVISORS	Independent wealth	Nov 3, 2023	n/a	yes	Seattle, WA\|TORRANCE, CA	Current employment
Corient	Independent wealth	Feb 21, 2023	Oct 12, 2023	no	SEATTLE, WA	Previous registration
COLUMBIA PACIFIC WEALTH MANAGEMENT	Former SEC adviser	Feb 7, 2022	Aug 31, 2023	no	SEATTLE, WA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Jan 21, 2022	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jun 29, 2016	Jul 13, 2018	no	SEATTLE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Corient	EP WEALTH ADVISORS	Oct 12, 2023	Nov 3, 2023	22	Firm change	RIA to RIA
COLUMBIA PACIFIC WEALTH MANAGEMENT	Corient	Aug 31, 2023	Feb 21, 2023	-191	Bulk transfer	RIA to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	COLUMBIA PACIFIC WEALTH MANAGEMENT	Jan 21, 2022	Feb 7, 2022	17	Firm change	Ibd to RIA
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm

Relationships

Registered with (5)

→ EP WEALTH ADVISORSRegistered adviserregistration: current employment
Nov 3, 2023 to presentfactForm ADV
→ CORIENTRegistered adviserregistration: previous registration
Feb 21, 2023 to Oct 12, 2023factForm ADV
→ COLUMBIA PACIFIC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Feb 7, 2022 to Aug 31, 2023factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Jan 21, 2022factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jun 29, 2016 to Jul 13, 2018factForm ADV

Dated events

Occurred
Oct 12, 2023
Advisor changed firm
Amanda Kennedy Skrivanich left Corient for Ep Wealth Advisors (registered 2023-11-03)
Form ADVobserved 4 days ago
Occurred
Jan 21, 2022
Advisor changed firm
Amanda Kennedy Skrivanich left Fidelity Personal And Workplace Advisors for Columbia Pacific Wealth Management (registered 2022-02-07)
Form ADVobserved 4 days ago