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 9, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S63|S66

First exam

Apr 9, 2009

First registration

Oct 25, 2013

Dual registered

no

Other names

CARRIE ANNE TALLMAN

IAPD individual key

5644761

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c2e9bb53-92fc-53e2-7013-847de900f9a2

First observed

Oct 25, 2013

Last observed

Sep 15, 2026 5 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.