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4544 Post Oak Place Drive Suite 204, Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2016-09-28 |
| TX | RA | APPROVED | 2015-03-09 |
Branch Locations
4544 Post Oak Place Drive Suite 204, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Essential Advisory Services | Manvel | TX | 11/2002 | Present |
| Epiphany Wealth Management Llc | Houston | TX | 04/2014 | Present |
ORIE HELAIRE IS AN ACCOUNTANT. FROM TIME TO TIME, HE WILL OFFER CLIENTS ADVICE OR PRODUCTS FROM THIS ACTIVITY. EPIPHANY WEALTH MANAGEMENT LLC ALWAYS ACTS IN THE BEST INTEREST OF THE CLIENT. CLIENTS ARE IN NO WAY REQUIRED TO UTILIZE THE SERVICES OF ANY REPRESENTATIVE OF EPIPHANY WEALTH MANAGEMENT LLC IN THEIR CAPACITY AS AN ACCOUNTANT. ORIE HELAIRE SPENDS 25 HOURS PER WEEK OF HIS TIME ON THOSE ACTIVITIES AND CONSIDERS THEM HIS PRIMARY BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-30 |
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