Brian Harlan Waldner is an investment adviser representative (IAR) with state registration records since 2011, appearing at 5 firms. Currently registered with EP WEALTH ADVISORS, LLC..
| Firm | From | To | Current |
|---|---|---|---|
| EP WEALTH ADVISORS, LLC. | 2024-02-14 | present | Yes |
| KAHLER FINANCIAL GROUP, INC. | 2021-12-01 | 2023-03-31 | — |
| CLARFELD FINANCIAL ADVISORS, LLC | 2019-10-02 | 2020-12-11 | — |
| O'BRIEN WEALTH PARTNERS LLC | 2014-10-27 | 2016-09-30 | — |
| BALLENTINE PARTNERS, LLC | 2011-02-18 | 2013-11-19 | — |