# BRETT WYETH DAVALOS

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..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [EP WEALTH ADVISORS, LLC.](https://search.stillhousedata.com/firm/111147) | 2025-04-08 | present | Yes |
| [PENINSULA WEALTH, LLC](https://search.stillhousedata.com/firm/152436) | 2012-09-10 | 2025-07-15 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2010-07-15 | 2011-06-17 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2010-03-15 | 2010-03-31 | — |
| [WELLS FARGO INVESTMENTS, LLC](https://search.stillhousedata.com/firm/10582) | 2009-12-04 | 2010-02-17 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2009-01-05 | 2009-02-12 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5591937)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5591937.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.