DFX Intelligence

RIA Intelligence

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
Neal MarchantVantage Advisors, LLC otherEp Wealth Advisors independent RIAOtherDec 15, 2022Jun 27, 2022
Brian Patrick MulveyMinot Wealth Management LLC independent RIAEp Wealth Advisors independent RIARIA to RIASep 27, 2022Jul 3, 2024 (645 d)
Patrick Eugene DonovanMinot Wealth Management LLC independent RIAEp Wealth Advisors independent RIARIA to RIASep 27, 2022Jan 9, 2024 (469 d)
Andrew Christopher HuntFisher Investments independent RIAEp Wealth Advisors independent RIARIA to RIAAug 22, 2022Sep 13, 2022
Jason Robert BrownNext Financial Group, Inc. BD affiliatedEp Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJul 13, 2022Dec 15, 2023 (520 d)
Aaron Oakley BestVantage Advisors, LLC otherEp Wealth Advisors independent RIAOtherJun 24, 2022May 31, 2022
Brooke WadsworthVantage Advisors, LLC otherEp Wealth Advisors independent RIAOtherJun 24, 2022Jun 21, 2022
Jonathon James MatsonRedw Wealth LLC independent RIAEp Wealth Advisors independent RIARIA to RIAJun 15, 2022Aug 22, 2022 (68 d)
Joshua Eugene LandCreative Planning independent RIAEp Wealth Advisors independent RIARIA to RIAJun 6, 2022Dec 2, 2025 (1275 d)
O'Zell GoldenNorthwestern Mutual Investment Services,LLC no RAUMEp Wealth Advisors independent RIAOtherApr 26, 2022Mar 23, 2023 (331 d)
Giorgina Mei Remigio NguyenGlobal Retirement Partners LLC institutionalEp Wealth Advisors independent RIAOtherApr 6, 2022Nov 11, 2025 (1315 d)
Armando EstevaneJ.P. Morgan Securities LLC wirehouseEp Wealth Advisors independent RIAWirehouse to independent RIAMar 15, 2022Mar 31, 2022
Ian Mark ClemensCwm, LLC BD affiliatedEp Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJan 4, 2022Nov 15, 2024 (1046 d)
Elizabeth Ann Mc QueenSoundmark Wealth Management, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAJan 3, 2022Jan 10, 2022
James Francis NeversSoundmark Wealth Management, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAJan 3, 2022Jan 10, 2022
Taraneh MozaffarianSoundmark Wealth Management, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAJan 3, 2022Feb 2, 2022
Todd David FlynnSoundmark Wealth Management, LLC independent RIAEp Wealth Advisors independent RIARIA to RIADec 31, 2021Jan 10, 2022
Scott Bradley JacobsMindful Money independent RIAEp Wealth Advisors independent RIARIA to RIADec 22, 2021Jan 14, 2022
Jonathan K DeyoeMindful Money independent RIAEp Wealth Advisors independent RIARIA to RIADec 22, 2021Jan 13, 2025 (1118 d)
Carrie A SaxMindful Money independent RIAEp Wealth Advisors independent RIARIA to RIADec 22, 2021Jan 14, 2022
Tammera Lynn ProutySound Financial Planning, Inc. unclassifiedEp Wealth Advisors independent RIAOtherDec 14, 2021Nov 23, 2021
Sait A SaraciCentura Wealth Advisory independent RIAEp Wealth Advisors independent RIARIA to RIADec 7, 2021Apr 11, 2023 (490 d)
Bronwyn ShoneBluesky Wealth Advisors, LLC independent RIAEp Wealth Advisors independent RIARIA to RIANov 24, 2021Dec 10, 2021
Jack Timothy CurranEaton Vance Management asset managerEp Wealth Advisors independent RIAOtherOct 4, 2021Nov 18, 2025 (1506 d)
James Richard FitzpatrickFidelity Personal And Workplace Advisors BD affiliatedEp Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIASep 28, 2021Sep 7, 2022 (344 d)
James Howard ReinkeMissionsquare Retirement institutionalEp Wealth Advisors independent RIAOtherJul 9, 2021Jul 20, 2021
Rachel Marie SeatonCrewe Advisors independent RIAEp Wealth Advisors independent RIARIA to RIAJun 9, 2021Jul 10, 2024 (1127 d)
Ethan G MatkinAlpha Cubed Investments, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAMay 28, 2021Aug 4, 2021 (68 d)
Christopher EstradaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEp Wealth Advisors independent RIAWirehouse to independent RIAApr 12, 2021Apr 22, 2021
Chad Mitchell BurtonNewfocus Financial Group, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAMar 31, 2021Feb 9, 2021
Christopher GomezE*Trade Capital Management, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAMar 10, 2021Jun 16, 2021 (98 d)
Ryan Patrick IgnacioNewfocus Financial Group, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAFeb 23, 2021Feb 10, 2021
Daniel Steven FedermanNewfocus Financial Group, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAFeb 23, 2021Feb 9, 2021
Mark Patrick FarrellyNewfocus Financial Group, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAFeb 23, 2021Feb 9, 2021
Steven Bradley StaceyNewfocus Financial Group, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAFeb 23, 2021Feb 9, 2021
Jaron E GardinerNewfocus Financial Group, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAFeb 23, 2021Feb 10, 2021
Thomas Craig Kwang-Soo RasmussenNewfocus Financial Group, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAFeb 23, 2021Feb 9, 2021
Levi H AndersonTd Ameritrade, Inc. no RAUMEp Wealth Advisors independent RIAOtherJan 11, 2021Jun 16, 2021 (156 d)
Carlos Arturo BautistaMML Investors Services, LLC BD affiliatedEp Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIADec 18, 2020Jan 6, 2021
Brian Keith DennisBrian Dennis, CFP® unclassifiedEp Wealth Advisors independent RIAOtherDec 5, 2020Oct 19, 2020
Matthew Warren KuhnHarris Financial Advisors, Inc. independent RIAEp Wealth Advisors independent RIARIA to RIANov 23, 2020Dec 11, 2020
Clay Campbell ZachryHarris Financial Advisors, Inc. independent RIAEp Wealth Advisors independent RIARIA to RIANov 23, 2020Jan 27, 2025 (1526 d)
Armando Benjamin HerreraHarris Financial Advisors, Inc. independent RIAEp Wealth Advisors independent RIARIA to RIANov 23, 2020Aug 3, 2026 (2079 d)
Kristen Marie PerezHarris Financial Advisors, Inc. independent RIAEp Wealth Advisors independent RIARIA to RIANov 23, 2020Dec 17, 2025 (1850 d)
Jonathan Carson BaconHarris Financial Advisors, Inc. independent RIAEp Wealth Advisors independent RIARIA to RIANov 23, 2020Nov 13, 2025 (1816 d)
Scott Nathan SayreFinancial Insight Center independent RIAEp Wealth Advisors independent RIARIA to RIAOct 21, 2020Oct 19, 2020
Mark Rasmussen MatleyFinancial Insight Center independent RIAEp Wealth Advisors independent RIARIA to RIAOct 21, 2020Oct 22, 2020
David Warren TateFinancial Insight Center independent RIAEp Wealth Advisors independent RIARIA to RIAOct 21, 2020Oct 18, 2020
Richard S JankeFinancial Insight Center independent RIAEp Wealth Advisors independent RIARIA to RIAOct 21, 2020Oct 22, 2020
Timothy M GottfredsonFinancial Insight Center independent RIAEp Wealth Advisors independent RIARIA to RIAOct 21, 2020Oct 18, 2020
Brian Hazen WildeFinancial Insight Center independent RIAEp Wealth Advisors independent RIARIA to RIAOct 21, 2020Oct 22, 2020
Tyler Mark PetersenFinancial Insight Center independent RIAEp Wealth Advisors independent RIARIA to RIAOct 21, 2020Oct 22, 2020
Brady C JardineFinancial Insight Center independent RIAEp Wealth Advisors independent RIARIA to RIAOct 21, 2020Oct 22, 2020
Ryan Michael KrantzThe Insight Group, Inc. independent RIAEp Wealth Advisors independent RIARIA to RIAOct 21, 2020Oct 22, 2020
Dallin Charles CutlerFinancial Insight Center independent RIAEp Wealth Advisors independent RIARIA to RIAOct 21, 2020Oct 22, 2020
Henry Wyatt DegooyerThe Insight Group, Inc. independent RIAEp Wealth Advisors independent RIARIA to RIAOct 21, 2020Oct 22, 2020
Morgan D DegooyerThe Insight Group, Inc. independent RIAEp Wealth Advisors independent RIARIA to RIAOct 21, 2020Apr 3, 2024 (1260 d)
Robert Austin DavisFinancial Insight Center independent RIAEp Wealth Advisors independent RIARIA to RIAOct 21, 2020Oct 22, 2020
Lyndsey XaThe Insight Group, Inc. independent RIAEp Wealth Advisors independent RIARIA to RIAOct 21, 2020Oct 22, 2020
Michael Damien McginleyProvidus Advisors, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAAug 24, 2020Aug 19, 2020
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309 moves match.