BRETT WYETH DAVALOS is an investment adviser representative (IAR) with state registration records since 2009, appearing at 5 firms. Currently registered with EP WEALTH ADVISORS, LLC..
| Firm | From | To | Current |
|---|---|---|---|
| EP WEALTH ADVISORS, LLC. | 2025-04-08 | present | Yes |
| PENINSULA WEALTH, LLC | 2012-09-10 | 2025-07-15 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2010-07-15 | 2011-06-17 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2010-03-15 | 2010-03-31 | — |
| WELLS FARGO INVESTMENTS, LLC | 2009-12-04 | 2010-02-17 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2009-01-05 | 2009-02-12 | — |