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

Jun 22, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65

First exam

Jun 22, 2010

First registration

Dec 22, 2010

Dual registered

no

IAPD individual key

5807303

• Occurred

  Jul 13, 2023
  Advisor changed firm

  Andrew Patrick Thomas left Thomas Financial Advisors for Ep Wealth Advisors (registered 2023-03-14)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e88974b0-bda7-1646-549b-d8b30c072bdf

First observed

Dec 22, 2010

Last observed

Sep 15, 2026 4 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.