DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Justin Scott Moreci

Ep Wealth Advisorsindependent RIATorrance, CaIA-onlyIAPD 6774578

Feed of 09/14/2026

Also filed as Justin Scott Moreci

At current firm

0 y

since Dec 23, 2025

In the industry

11 y

since Aug 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Ep Wealth Advisors independent RIA current
since Dec 23, 2025 · Torrance, Ca
Mariner BD affiliated
May 14, 2025 to Oct 15, 2025 · Dallas, Tx
Lido independent RIA
Aug 2, 2022 to May 20, 2025 · Los Angeles, Ca
Morgan Stanley wirehouse
May 6, 2020 to Jul 28, 2022 · Newport Beach, Ca
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Aug 6, 2019 to May 4, 2020 · Newport Beach, Ca

Moves

a registration end followed by a registration begin elsewhere

Mariner to Ep Wealth Advisors
left Oct 15, 2025, registered Dec 23, 2025 (69 days) · Affiliated broker-dealer or bank to independent RIA
Lido to Mariner
left May 20, 2025, registered May 14, 2025 (-6 days) · RIA to affiliated broker-dealer or bank
Morgan Stanley to Lido
left Jul 28, 2022, registered Aug 2, 2022 (5 days) · Wirehouse to independent RIA
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Morgan Stanley
left May 4, 2020, registered May 6, 2020 (2 days) · Wirehouse to wirehouse · moved with a team

Signals

Justin Scott Moreci left Mariner for Ep Wealth Advisors (registered 2025-12-23)
Oct 15, 2025 · Advisor changed firm · fact
Justin Scott Moreci left Lido for Mariner (registered 2025-05-14)
May 20, 2025 · Advisor changed firm · fact
Justin Scott Moreci left Morgan Stanley for Lido (registered 2022-08-02)
Jul 28, 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: Independent wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address