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7406 N Classen Blvd, Oklahoma City, OK 73116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2018-07-12 |
Branch Locations
7406 N Classen Blvd, Oklahoma City, OK 73116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Oklahoma City | OK | 01/2014 | Present |
| Epic Wealth Management, Llc | Oklahoma City | OK | 06/2018 | Present |
(1) NAME OF BUSINESS: BE, LLC ADDRESS: OKLAHOMA CITY, OK NATURE OF THE BUSINESS: BUSINESS OWNER POSITION/TITLE: OWNER INVESTMENT RELATED: YES START DATE: 07/2018 PERCENTAGE OF TIME SPENT ON THIS ACTIVITY DURING TRADING HOURS: LESS THAN 5% DESCRIPTION OF DUTIES: BE, LLC OWNS EPIC WEALTH MANAGEMENT, LLC AND OFFICE BUILDING. (2) NAME OF BUSINESS: LIVE LOVE LAKE, LLC ADDRESS: OKLAHOMA CITY, OK NATURE OF THE BUSINESS: OWNS REAL ESTATE POSITION/TITLE: OWNER INVESTMENT RELATED: NO START DATE: 05/2025 PERCENTAGE OF TIME SPENT ON THIS ACTIVITY DURING TRADING HOURS: LESS THAN 5% DESCRIPTION OF DUTIES: MAINTAIN A HOUSE (3) NAME OF BUSINESS: LIFE INSURANCE AGENT INVESTMENT RELATED: NO ADDRESS: OKLAHOMA CITY, OK DESCRIPTION OF DUTIES: INSURANCE SALES AS PART OF REGULAR WEALTH MANAGEMENT DUTIES. START DATE: HAS HELD AN INSURANCE LICENSE SINCE THE EARLY 1990s. PERCENTAGE OF TIME SPENT ON THIS ACTIVITY DURING TRADING HOURS: 10%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-17 |
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