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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant28 years in industry

CHAD WILLIAM PARKER

Advisor at EP WEALTH ADVISORS

TORRANCE, CA | St. George, UT

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 16, 2000 to Sep 15, 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: Sep 4, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 6
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S65|S63
First exam: Sep 4, 1998
First registration: Mar 16, 2000
Dual registered: no
IAPD individual key: 3091614

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	Feb 15, 2024	n/a	yes	TORRANCE, CA\|St. George, UT	Current employment
PARKER ADVISORY GROUP, LLC	Former SEC adviser	Sep 24, 2009	Mar 29, 2024	no	ST. GEORGE, UT\|ST. GEORGE, UT	Previous registration
PERIOPE, LC	Independent wealth	Aug 27, 2007	Oct 2, 2009	no	ST. GEORGE, UT	Previous registration
ALLEGIS ADVISORS, INC.	n/a	Feb 3, 2005	Aug 13, 2007	no	SALT LAKE CITY, UT	Previous registration
ESI FINANCIAL ADVISORS	Independent wealth	Mar 16, 2000	Jan 28, 2005	no	ST. GEORGE, UT\|PROVO, UT\|ST GEORGE, UT\|OREM, UT	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
PARKER ADVISORY GROUP, LLC	EP WEALTH ADVISORS	Mar 29, 2024	Feb 15, 2024	-43	Firm change after gap	RIA to RIA
PERIOPE, LC	PARKER ADVISORY GROUP, LLC	Oct 2, 2009	Sep 24, 2009	-8	Firm change	Other
ALLEGIS ADVISORS, INC.	PERIOPE, LC	Aug 13, 2007	Aug 27, 2007	14	Firm change	Other
ESI FINANCIAL ADVISORS	ALLEGIS ADVISORS, INC.	Jan 28, 2005	Feb 3, 2005	6	Firm change	Other

Relationships

Registered with (5)

→ EP WEALTH ADVISORSRegistered adviserregistration: current employment
Feb 15, 2024 to presentfactForm ADV
→ PARKER ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
Sep 24, 2009 to Mar 29, 2024factForm ADV
→ PERIOPE, LCRegistered adviserregistration: previous registration
Aug 27, 2007 to Oct 2, 2009factForm ADV
→ ALLEGIS ADVISORS, INC.Registered adviserregistration: previous registration
Feb 3, 2005 to Aug 13, 2007factForm ADV
→ ESI FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Mar 16, 2000 to Jan 28, 2005factForm ADV

Dated events

Occurred
Mar 29, 2024
Advisor changed firm
Chad William Parker left Parker Advisory Group, Llc for Ep Wealth Advisors (registered 2024-02-15)
Form ADVobserved 6 days ago