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Los Angeles, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2001-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Epic Wealth Advisors, Inc. | Los Angeles | CA | 08/2000 | Present |
| Outsource Insurance Services | Los Angeles | CA | 05/2005 | Present |
| Epic Financial Insurance Services, Inc. | Los Angeles | CA | 07/2002 | Present |
| Epic Financial Consulting Inc | Los Angeles | CA | 05/2018 | Present |
Mr. Wilson is the President of EPIC Financial Insurance Services, Inc., an insurance agency, and is licensed in life insurance and annuities and has considerable experience. He expects to spend less than 10% of his time engaged in this activity, some of those hours during trading hours. Mr. Wilson is the founder of EPIC Financial Consulting Inc which offers consulting services to families and businesses that increase operational efficiency and improve after tax profits. He expects to spend approximately 80% of his time engaged in this activity, many of those hours during trading hours. Mr. Wilson is the president of Outsource Insurance Services, Inc. an insurance agency. He expects to spend less than 10% of his time engaged in this activity, some of which during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-09 |
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