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

Nov 20, 2013earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Nov 20, 2013

First registration

Nov 20, 2013

Dual registered

no

Other names

APRIL SPROEHNLE|APRIL R SPROEHNLE

IAPD individual key

6180320

• Occurred

  Sep 10, 2025
  Advisor changed firm

  April Renee Punch left Robert W. Baird & Co. Incorporated for Ep Wealth Advisors (registered 2025-09-22)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:df06be20-60d1-1708-cc81-045ea7311dc0

First observed

Nov 20, 2013

Last observed

Sep 15, 2026 6 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.