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RIA / WealthAdvisor30 years in industry

DOUG JOHN IRELAND

Advisor at EP WEALTH ADVISORS

TORRANCE, CA | Irvine, CA

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Jul 8, 1997 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: Mar 29, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Mar 29, 1996
First registration: Jul 8, 1997
Dual registered: no
Other names: DOUGLAS JOHN IRELAND
IAPD individual key: 2709877

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	Jun 4, 2026	n/a	yes	Irvine, CA\|TORRANCE, CA	Current employment
WEDBUSH SECURITIES INC.	Bd affiliated wealth	Feb 6, 2019	May 22, 2026	no	Jupiter, FL\|NEWPORT BEACH, CA\|SAN DIEGO, CA\|Pasadena, CA\|IRVINE, CA\|LOS ANGELES, CA	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Nov 27, 2018	Feb 7, 2019	no	NEWPORT BEACH, CA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Mar 14, 2014	Oct 10, 2018	no	IRVINE, CA\|MINNEAPOLIS, MN\|Minneapolis, MN\|Newport Beach, CA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Apr 12, 2012	Jan 15, 2014	no	IRVINE, CA\|NEWPORT BEACH, CA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Mar 27, 2012	no	Las Vegas, NV\|IRVINE, CA	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Jun 1, 2009	no	LAS VEGAS, NV\|BREA, CA	Previous registration
MORGAN STANLEY DW INC.	n/a	Jul 14, 2006	Apr 2, 2007	no	BREA, CA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jul 8, 1997	Jul 21, 2006	no	LONG BEACH, CA\|LONG BEACH, CA\|LONG BEACH, CA	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
WEDBUSH SECURITIES INC.	EP WEALTH ADVISORS	May 22, 2026	Jun 4, 2026	13	Firm change	Ibd to RIA
MML INVESTORS SERVICES, LLC	WEDBUSH SECURITIES INC.	Feb 7, 2019	Feb 6, 2019	-1	Firm change	Ibd to ibd
AMERIPRISE FINANCIAL SERVICES, LLC	MML INVESTORS SERVICES, LLC	Oct 10, 2018	Nov 27, 2018	48	Firm change	Ibd to ibd
STRATEGIC ADVISERS LLC	AMERIPRISE FINANCIAL SERVICES, LLC	Jan 15, 2014	Mar 14, 2014	58	Firm change	Ibd to ibd
MORGAN STANLEY	STRATEGIC ADVISERS LLC	Mar 27, 2012	Apr 12, 2012	16	Firm change	Wirehouse to ibd
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY DW INC.	Jul 21, 2006	Jul 14, 2006	-7	Firm change	Other

Relationships

Registered with (9)

→ EP WEALTH ADVISORSRegistered adviserregistration: current employment
Jun 4, 2026 to presentfactForm ADV
→ WEDBUSH SECURITIES INC.Registered adviserregistration: previous registration
Feb 6, 2019 to May 22, 2026factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Nov 27, 2018 to Feb 7, 2019factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Mar 14, 2014 to Oct 10, 2018factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Apr 12, 2012 to Jan 15, 2014factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Mar 27, 2012factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Jun 1, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Jul 14, 2006 to Apr 2, 2007factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jul 8, 1997 to Jul 21, 2006factForm ADV

Dated events

Occurred
May 22, 2026
Advisor changed firm
Doug John Ireland left Wedbush Securities Inc. for Ep Wealth Advisors (registered 2026-06-04)
Form ADVobserved 3 days ago