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
David Aaron CantorMindful Investment Management Company unclassifiedEp Wealth Advisors independent RIAOtherDec 31, 2010Feb 18, 2026 (5528 d)
Michael Trent StillmanCloud Capital LLC unclassifiedEp Wealth Advisors independent RIAOtherDec 31, 2009Feb 25, 2020 (3708 d)
John Michael McgrathCharles Schwab & Co., Inc. national BDEp Wealth Advisors otherOtherMay 15, 2009Apr 26, 2014 (1807 d)
Ryan Steven SerrecchiaHoran Capital Management,LLC otherEp Wealth Advisors otherOtherOct 10, 2008Oct 10, 2012 (1461 d)
Michael Luke FinkWells Fargo Investments, LLC unclassifiedEp Wealth Advisors independent RIAOtherJul 2, 2008Aug 11, 2023 (5518 d)
Cristopher Joseph MoranMoran Capital Management, Inc. unclassifiedEp Wealth Advisors independent RIAOtherDec 31, 2007Dec 5, 2025 (6549 d)
Clint Francis De Castro CamuaGlencrest Investment Advisors, Inc. unclassifiedEp Wealth Advisors independent RIAOtherDec 4, 2007Dec 15, 2025 (6586 d)
Gregory Fred WendtPremier Financial Management, LLC unclassifiedEp Wealth Advisors otherOtherDec 19, 2006Mar 13, 2007 (84 d)
Brian Edward ParkerPremier Financial Management, LLC unclassifiedEp Wealth Advisors otherOtherDec 19, 2006Apr 22, 2010 (1220 d)
Derek Hallock HolmanPremier Financial Management, LLC unclassifiedEp Wealth Advisors otherOtherDec 19, 2006Apr 22, 2010 (1220 d)
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310 moves match.