DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Epic Wealth Management LLC
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Nikhil Agharkar | Shorehaven Wealth Partners, LLC independent RIA | Epic Wealth Management LLC state registered | RIA to a state-registered adviser | Jun 1, 2026 | Aug 12, 2026 (72 d) |
| John Edward Spring | Fountainhead Advisors independent RIA | Epic Wealth Management LLC state registered | RIA to a state-registered adviser | Dec 31, 2021 | Oct 20, 2020 |
| Kelly Jean Cole | Fountainhead Advisors independent RIA | Epic Wealth Management LLC state registered | RIA to a state-registered adviser | Dec 31, 2021 | Aug 23, 2021 |
| Janice Lynn Gill | Fountainhead Advisors independent RIA | Epic Wealth Management LLC state registered | RIA to a state-registered adviser | Dec 31, 2021 | Oct 20, 2020 |
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4 moves match.