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.

Advisor moves

Arrivals at Ep Wealth Advisors

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Mustafa Hma BinnsEmpirical Wealth Management independent RIAEp Wealth Advisors independent RIARIA to RIANov 20, 2024Dec 10, 2024
Travis Christopher MceuenEdelman Financial Engines independent RIAEp Wealth Advisors independent RIARIA to RIANov 15, 2024Nov 15, 2024
Matthew Akira GaleSteelpeak Wealth, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAAug 23, 2024Sep 30, 2024 (38 d)
Timothy Michael WiandThe Fairman Group, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAAug 13, 2024Sep 3, 2024
Frank Oliver SloanSloan Investment Management, L.L.C. independent RIAEp Wealth Advisors independent RIARIA to RIAJul 31, 2024Jul 17, 2024
Casey Ward ConwaySloan Investment Management, L.L.C. independent RIAEp Wealth Advisors independent RIARIA to RIAJul 31, 2024Jul 9, 2024
James Patrick HenrySloan Investment Management, L.L.C. independent RIAEp Wealth Advisors independent RIARIA to RIAJul 31, 2024Jul 9, 2024
Shannen Scott SmithSloan Investment Management, L.L.C. independent RIAEp Wealth Advisors independent RIARIA to RIAJul 31, 2024Jul 8, 2024
Ryan Nicholas CaldwellWacker Wealth Partners, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAJul 1, 2024Dec 15, 2025 (532 d)
Mollie Rae PrivettBeacon Pointe Advisors, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAJul 1, 2024Aug 23, 2024 (53 d)
Brett Gregory HughesCentura Wealth Advisory independent RIAEp Wealth Advisors independent RIARIA to RIAMay 3, 2024Dec 15, 2025 (591 d)
Patrick Colm O'HaraWacker Wealth Partners, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAApr 30, 2024Jan 1, 2025 (246 d)
Matthew Randall WilsonWacker Wealth Partners, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAApr 30, 2024Jan 15, 2025 (260 d)
Joan Clare WenglikowskiWacker Wealth Partners, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAApr 30, 2024Jan 23, 2025 (268 d)
Norman Dillon McgillWacker Wealth Partners, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAApr 30, 2024Nov 12, 2025 (561 d)
Megan Ashley CardenWacker Wealth Partners, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAApr 30, 2024Apr 17, 2024
Stuart CampbellWacker Wealth Partners, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAApr 30, 2024May 1, 2024
Brynne Colleen SpeizerWacker Wealth Partners, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAApr 30, 2024May 1, 2024
Emily Sarah GoodmanWacker Wealth Partners, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAApr 30, 2024Apr 18, 2024
Ryan Jeffrey HallWacker Wealth Partners, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAApr 30, 2024Dec 15, 2025 (594 d)
Eduardo Arturo RamirezMariner BD affiliatedEp Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAApr 29, 2024Jan 5, 2026 (616 d)
Joseph Paul PalumboRBC Capital Markets, LLC national BDEp Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAApr 3, 2024Dec 8, 2025 (614 d)
Chad William ParkerParker Advisory Group, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAMar 29, 2024Feb 15, 2024
Adam Richard FeinRBC Capital Markets, LLC national BDEp Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMar 27, 2024Dec 3, 2025 (616 d)
Benjamin S FifeCharles Schwab & Co., Inc. national BDEp Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJan 10, 2024Jul 10, 2024 (182 d)
Jeffery James VandevoirCharles Schwab & Co., Inc. national BDEp Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJan 10, 2024Jul 4, 2024 (176 d)
Joey S KatzMorgan Stanley wirehouseEp Wealth Advisors independent RIAWirehouse to independent RIADec 19, 2023Jan 11, 2024
Kevin P (Mi Only) OreillyFoothills Financial Planning & Wealth Management, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAOct 23, 2023Nov 6, 2023
Amanda Kennedy SkrivanichCorient independent RIAEp Wealth Advisors independent RIARIA to RIAOct 12, 2023Nov 3, 2023
John Alexander GardnerNorthwestern Mutual Investment Services,LLC no RAUMEp Wealth Advisors independent RIAOtherOct 12, 2023Dec 5, 2023 (54 d)
Nathan Paul RogersPolaris Wealth Advisory Group independent RIAEp Wealth Advisors independent RIARIA to RIAOct 3, 2023Jan 1, 2026 (821 d)
Stephen Gregory KnadleShuster Advisory Group, LLC institutionalEp Wealth Advisors independent RIAOtherSep 29, 2023Aug 13, 2026 (1049 d)
Aaron Townsend DiazOsaic Fa, Inc. BD affiliatedEp Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIASep 25, 2023Jan 30, 2024 (127 d)
Kristie Anne GarrettZevenbergen Capital Investments LLC otherEp Wealth Advisors independent RIAOtherSep 6, 2023Dec 5, 2023 (90 d)
Thomas Stewart KyleBenefit Financial Services Group independent RIAEp Wealth Advisors independent RIARIA to RIAAug 10, 2023Oct 30, 2025 (812 d)
Andrew Patrick ThomasThomas Financial Advisors unclassifiedEp Wealth Advisors independent RIAOtherJul 13, 2023Mar 14, 2023
Casey Nicole AhrendsenCapital Client Group, Inc. no RAUMEp Wealth Advisors independent RIAOtherJul 7, 2023Sep 11, 2023 (66 d)
Brandon William Krizo YapleFisher Investments independent RIAEp Wealth Advisors independent RIARIA to RIAJun 23, 2023Aug 11, 2023 (49 d)
Jordan David HubbsProsperitas Financial, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAJun 15, 2023Nov 26, 2025 (895 d)
Jared Lee JohnsonBakeravenue independent RIAEp Wealth Advisors independent RIARIA to RIAMay 30, 2023Aug 11, 2023 (73 d)
Andrew Michael KurtzRkl Private Wealth independent RIAEp Wealth Advisors independent RIARIA to RIAMay 23, 2023Aug 11, 2023 (80 d)
Richard David DerafeloLehman Financial Resources independent RIAEp Wealth Advisors independent RIARIA to RIAMay 15, 2023Apr 18, 2023
Travis Michael ScottLehman Financial Resources independent RIAEp Wealth Advisors independent RIARIA to RIAMay 15, 2023Apr 21, 2023
Peter John FryKimsa Asset Management LLC unclassifiedEp Wealth Advisors independent RIAOtherApr 14, 2023Jan 2, 2023
Jeffrey Irving LehmanLehman Financial Resources independent RIAEp Wealth Advisors independent RIARIA to RIAApr 10, 2023Apr 18, 2023
Alfonso Rodriguez ArriagaTarbox Family Office, Inc. independent RIAEp Wealth Advisors independent RIARIA to RIAApr 10, 2023Jan 9, 2026 (1005 d)
Brian Harlan WaldnerKahler Financial Group, Inc. independent RIAEp Wealth Advisors independent RIARIA to RIAMar 31, 2023Feb 14, 2024 (320 d)
Thomas G. DwyerResolute Financial, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAMar 28, 2023Mar 23, 2023
William Acker SimpsonResolute Financial, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAMar 28, 2023Mar 23, 2023
Charles Malcolm JohnsonResolute Financial, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAMar 28, 2023Mar 16, 2023
Avery E DwyerResolute Financial, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAMar 28, 2023Mar 23, 2023
Scott Edward UphamCribstone Capital Management, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAFeb 14, 2023Feb 6, 2023
Jeffrey Gaylord BurchCribstone Capital Management, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAFeb 14, 2023Feb 13, 2023
Sheila Mary HoopesCreative Capital Management Investments LLC independent RIAEp Wealth Advisors independent RIARIA to RIAFeb 13, 2023Jan 1, 2025 (688 d)
Thomas Edward QuinnChurch Investment Group no RAUMEp Wealth Advisors independent RIAOtherDec 31, 2022Nov 26, 2024 (696 d)
John Joseph O'TooleWarren Financial Service independent RIAEp Wealth Advisors independent RIARIA to RIADec 22, 2022Dec 20, 2022
Scott ShellhamerWarren Financial Service independent RIAEp Wealth Advisors independent RIARIA to RIADec 22, 2022Aug 8, 2023 (229 d)
Robert A MccartyWarren Financial Service independent RIAEp Wealth Advisors independent RIARIA to RIADec 22, 2022Nov 22, 2024 (701 d)
Devin Raymond PaulWarren Financial Service independent RIAEp Wealth Advisors independent RIARIA to RIADec 22, 2022Dec 20, 2022
Jordan T SissonWarren Financial Service independent RIAEp Wealth Advisors independent RIARIA to RIADec 22, 2022Nov 21, 2024 (700 d)
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309 moves match.