# Brian Harlan Waldner

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..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [EP WEALTH ADVISORS, LLC.](https://search.stillhousedata.com/firm/111147) | 2024-02-14 | present | Yes |
| [KAHLER FINANCIAL GROUP, INC.](https://search.stillhousedata.com/firm/124042) | 2021-12-01 | 2023-03-31 | — |
| [CLARFELD FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/106743) | 2019-10-02 | 2020-12-11 | — |
| [O'BRIEN WEALTH PARTNERS LLC](https://search.stillhousedata.com/firm/105336) | 2014-10-27 | 2016-09-30 | — |
| [BALLENTINE PARTNERS, LLC](https://search.stillhousedata.com/firm/152802) | 2011-02-18 | 2013-11-19 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2747096)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2747096.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.