Best Investors Account Sign in
Current Employers
Epic Wealth Management, Llc

7406 N Classen Blvd, Oklahoma City, OK 73116 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2021-01-25
  • OK RA
    APPROVED
    Since 2021-01-25

Branch Locations

Norman, OK • United States

7406 N Classen Blvd, Oklahoma City, OK 73116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sandridge Energy Oklahoma City OK 02/2007 02/2017
Ameritax Advisory Services Irving TX 07/2002 01/2021
Epic Wealth Managament, Llc Oklahoma City OK 01/2021 Present
  • 02/2007 → 02/2017
    Sandridge Energy
    Oklahoma City, OK
  • 07/2002 → 01/2021
    Ameritax Advisory Services
    Irving, TX
  • 01/2021 → Present
    Epic Wealth Managament, Llc
    Oklahoma City, OK
Previous Registrations
  • 2005-06-29 → 2021-01-29
    Avantax Advisory Services
    Norman, OK
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-28
S63 Uniform Securities Agent State Law Examination 2001-05-15
  • S66 Uniform Combined State Law Examination
    2005-05-28
  • S63 Uniform Securities Agent State Law Examination
    2001-05-15

View on SEC IAPD

More in Norman, OK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor