DFX Intelligence
RIA Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Registered advisor
R•••• E••••• J••••••
Feed of 09/14/2026
Also filed as Saundra Renee Eppley
At current firm
0 y
since Oct 22, 2025
In the industry
31 y
since Jan 30, 1995 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63, S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- T••••• A••••••• S•••••••• I••• BD affiliated currentsince Oct 22, 2025 · Fort Lauderdale, Fl
- J••• M••••• S••••••••• L•• wirehouseMay 2, 2022 to Aug 1, 2025 · Palm Beach, Fl
- W•••• F•••• A••••••• wirehouseFeb 28, 2020 to Mar 31, 2022 · Fort Lauderdale, Fl
- W•••• F•••• A••••••• wirehouseDec 1, 2015 to Sep 11, 2018 · Boca Raton, Fl
- M••••• S•••••• wirehouseJun 25, 2014 to Nov 19, 2015 · Boca Raton, Fl
Moves
a registration end followed by a registration begin elsewhere
- J••• M••••• S••••••••• L•• to T••••• A••••••• S•••••••• I•••left Aug 1, 2025, registered Oct 22, 2025 (82 days) · Wirehouse to affiliated broker-dealer or bank
- W•••• F•••• A••••••• to J••• M••••• S••••••••• L••left Mar 31, 2022, registered May 2, 2022 (32 days) · Wirehouse to wirehouse · moved with a team
- M••••• S•••••• to W•••• F•••• A•••••••left Nov 19, 2015, registered Dec 1, 2015 (12 days) · Wirehouse to wirehouse
Signals
- R•••• E••••• J•••••• left J••• M••••• S••••••••• L•• for T••••• A••••••• S•••••••• I••• (registered 2025-10-22)Aug 1, 2025 · Advisor changed firm · fact
- R•••• E••••• J•••••• left W•••• F•••• A••••••• for J••• M••••• S••••••••• L•• (registered 2022-05-02)Mar 31, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address